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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 | $10,445 | $41,377-74.8% | $109,313-90.4% | $62,881-83.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,940 | $1,276+130.4% | $3,892-24.5% | $2,281+28.9% |
| Participant deferral / active EE | $6,072 | $2,045+196.9% | $3,166+91.8% | $3,203+89.6% |
| Admin fee / account holder | $83 | $2,884-97.1% | $5,666-98.5% | $4,296-98.1% |