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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 | $13,622 | $100,811-86.5% | $86,698-84.3% | $134,545-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 5.23% | 29.11%-23.9pp | 35.96%-30.7pp | 418.37%-413.1pp |
| Employer contribution / active EE | $2,870 | $3,490-17.8% | $2,837+1.2% | $4,742-39.5% |
| Participant deferral / active EE | $3,633 | $5,339-32.0% | $4,656-22.0% | $6,401-43.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |