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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 | $11,985 | $57,352-79.1% | $83,831-85.7% | $64,173-81.3% |
| Participation rate | 81.5% | 68.6%+12.9pp | 76.1%+5.3pp | 69.6%+11.9pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,834 | $2,993-38.7% | $4,082-55.1% | $3,470-47.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |