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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 | $16,328 | $57,352-71.5% | $83,830-80.5% | $64,173-74.6% |
| Participation rate | 96.2% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $15,712 | $2,546+517.2% | $3,631+332.7% | $2,381+559.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |