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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 | $81,233-95.6% | $155,567-97.7% | $80,874-95.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 33.51% | 33.33%+0.2pp | 64.74%-31.2pp | 35.62%-2.1pp |
| Employer contribution / active EE | $1,619 | $3,101-47.8% | $4,674-65.4% | $2,756-41.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |