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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 | $17,543 | $92,219-81.0% | $76,767-77.1% | $135,380-87.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,000 | $3,216-6.7% | $2,485+20.7% | $4,779-37.2% |
| Participant deferral / active EE | $3,111 | $4,508-31.0% | $3,852-19.2% | $5,609-44.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |