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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 | $7,813 | $81,476-90.4% | $102,383-92.4% | $80,925-90.3% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $7,576 | $3,105+144.0% | $3,870+95.7% | $2,756+174.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |