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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 | $10,062 | $104,664-90.4% | $85,693-88.3% | $167,518-94.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,129 | $3,337-36.2% | $2,618-18.7% | $4,838-56.0% |
| Participant deferral / active EE | $8,609 | $4,824+78.4% | $3,923+119.5% | $6,342+35.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |