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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 | $81,358-95.6% | $155,556-97.7% | $80,959-95.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 33.51% | 33.39%+0.1pp | 64.84%-31.3pp | 35.67%-2.2pp |
| Employer contribution / active EE | $1,619 | $3,106-47.9% | $4,675-65.4% | $2,757-41.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |