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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 | $13,990 | $86,701-83.9% | $73,309-80.9% | $125,389-88.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.43% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,308 | $4,152+51.9% | $3,237+94.9% | $4,866+29.6% |
| Participant deferral / active EE | $2,091 | $5,549-62.3% | $4,991-58.1% | $5,352-60.9% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |