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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 | $9,434 | $72,486-87.0% | $87,103-89.2% | $72,976-87.1% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $9,259 | $1,894+388.9% | $2,521+267.2% | $2,440+279.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |