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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 | $8,349 | $48,364-82.7% | $71,796-88.4% | $62,881-86.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,094 | $1,042+580.9% | $1,924+268.6% | $2,281+211.0% |
| Participant deferral / active EE | $3,111 | $2,091+48.8% | $2,794+11.3% | $3,203-2.9% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |