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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 | $9,702 | $110,083-91.2% | $151,645-93.6% | $68,490-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 2.50% | -10.12%+12.6pp | 3.34%-0.8pp | -7.85%+10.4pp |
| Employer contribution / active EE | $5,713 | $4,470+27.8% | $6,165-7.3% | $2,597+120.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |