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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 | $9,073 | $153,311-94.1% | $109,313-91.7% | $273,972-96.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 23.86% | 29.86%-6.0pp | 22.07%+1.8pp | 41.46%-17.6pp |
| Employer contribution / active EE | $300 | $5,619-94.7% | $3,892-92.3% | $4,869-93.8% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |