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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 | $8,568 | $70,430-87.8% | $96,572-91.1% | $85,851-90.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3,204 | $1,413+126.7% | $2,357+35.9% | $2,565+24.9% |
| Participant deferral / active EE | $5,821 | $2,894+101.1% | $3,850+51.2% | $3,952+47.3% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |