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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 | $11,831 | $60,165-80.3% | $74,184-84.1% | $55,167-78.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 0.00% | 10.00%-10.0pp | 17.74%-17.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $11,831 | $1,600+639.6% | $2,370+399.2% | $1,963+502.8% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |