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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 | $10,273 | $76,371-86.5% | $93,621-89.0% | $72,976-85.9% |
| Participation rate | 85.3% | 71.8%+13.5pp | 75.8%+9.4pp | 69.5%+15.8pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $8,759 | $2,276+284.9% | $2,719+222.2% | $2,440+259.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |