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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 | $3,601 | $81,276-95.6% | $155,574-97.7% | $80,925-95.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 33.51% | 33.36%+0.1pp | 64.87%-31.4pp | 35.65%-2.1pp |
| Employer contribution / active EE | $1,619 | $3,103-47.8% | $4,676-65.4% | $2,756-41.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |