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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 | $21,563 | $86,891-75.2% | $142,516-84.9% | $75,177-71.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 23.31%-23.3pp | 20.03%-20.0pp | 160.75%-160.8pp |
| Employer contribution / active EE | $9,927 | $3,355+195.9% | $4,849+104.7% | $2,671+271.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,280-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,008-100.0% | $5,651-100.0% |