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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 | $12,766 | $63,710-80.0% | $142,309-91.0% | $63,710-80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 66.7%+33.3pp | 75.2%+24.8pp |
| Annual return | 40.03% | 3.90%+36.1pp | -3.16%+43.2pp | 3.90%+36.1pp |
| Employer contribution / active EE | $2,977 | $6,662-55.3% | $12,910-76.9% | $6,662-55.3% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $0 | $2,030-100.0% |
| Admin fee / account holder | $154 | $2,967-94.8% | $77+100.0% | $2,967-94.8% |