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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 | $11,029 | $64,729-83.0% | $112,263-90.2% | $68,490-83.9% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $10,714 | $2,746+290.2% | $3,636+194.7% | $2,597+312.6% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |