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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 | $5,474 | $96,558-94.3% | $80,977-93.2% | $273,972-98.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,807 | $4,869-42.3% | $3,715-24.4% | $4,869-42.3% |
| Participant deferral / active EE | $2,667 | $6,598-59.6% | $5,696-53.2% | $5,287-49.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |