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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 | $6,265 | $106,115-94.1% | $85,969-92.7% | $125,389-95.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,002 | $4,537-55.9% | $3,474-42.4% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |