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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 | $16,525 | $88,707-81.4% | $74,184-77.7% | $273,972-94.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $14,525 | $3,159+359.7% | $2,370+512.8% | $4,869+198.3% |
| Participant deferral / active EE | $2,000 | $4,212-52.5% | $3,550-43.7% | $5,287-62.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |