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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,182 | $69,977-65.4% | $108,582-77.7% | $62,881-61.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 11.02% | 10.73%+0.3pp | -51.70%+62.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $9,910 | $2,135+364.2% | $3,758+163.7% | $2,281+334.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $101 | $5,076-98.0% | $7,645-98.7% | $4,296-97.6% |