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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 | $8,845 | $87,132-89.8% | $105,624-91.6% | $80,959-89.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 0.00% | 17.03%-17.0pp | 116.20%-116.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $8,621 | $2,397+259.7% | $3,168+172.1% | $2,757+212.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |