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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 | $10,706 | $91,037-88.2% | $71,671-85.1% | $147,585-92.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $655 | $3,327-80.3% | $2,460-73.4% | $4,876-86.6% |
| Participant deferral / active EE | $1,864 | $4,498-58.6% | $3,438-45.8% | $5,439-65.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |