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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 | $2,599 | $100,811-97.4% | $86,698-97.0% | $134,545-98.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,078 | $3,490-40.5% | $2,837-26.7% | $4,742-56.2% |
| Participant deferral / active EE | $3,086 | $5,339-42.2% | $4,656-33.7% | $6,401-51.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |