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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 | $15,309 | $96,965-84.2% | $97,995-84.4% | $147,586-89.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.29% | 24.11%-11.8pp | 23.94%-11.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,000 | $4,536-55.9% | $4,158-51.9% | $4,876-59.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |