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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 | $19,075 | $113,338-83.2% | $94,993-79.9% | $147,586-87.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.24% | 20.80%-5.6pp | 27.14%-11.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $13,104 | $3,160+314.6% | $2,603+403.3% | $4,876+168.7% |
| Participant deferral / active EE | $443 | $3,777-88.3% | $3,317-86.6% | $5,439-91.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |