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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 | $18,367 | $75,963-75.8% | $97,995-81.3% | $70,126-73.8% |
| Participation rate | 90.7% | 77.0%+13.8pp | 82.4%+8.4pp | 69.5%+21.2pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $16,481 | $3,278+402.8% | $4,158+296.4% | $2,343+603.6% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $143 | $5,407-97.3% | $5,943-97.6% | $4,645-96.9% |