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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 | $13,867 | $62,672-77.9% | $185,117-92.5% | $70,126-80.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,826 | $1,753+61.2% | $4,182-32.4% | $2,343+20.6% |
| Participant deferral / active EE | $4,614 | $3,272+41.0% | $5,045-8.6% | $3,332+38.5% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |