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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 | $3,571 | $57,541-93.8% | $95,740-96.3% | $75,173-95.2% |
| Participation rate | 87.5% | 62.5%+25.0pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.41%-28.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $3,125 | $1,808+72.9% | $2,836+10.2% | $2,671+17.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,676-100.0% | $5,651-100.0% |