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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 | $13,269 | $92,219-85.6% | $76,768-82.7% | $135,379-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.06% | 5.46%+0.6pp | 2.43%+3.6pp | 519.79%-513.7pp |
| Employer contribution / active EE | $10,413 | $3,216+223.8% | $2,485+319.0% | $4,779+117.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |