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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 | $4,938 | $49,280-90.0% | $67,313-92.7% | $64,173-92.3% |
| Participation rate | 98.8% | 60.8%+38.0pp | 69.1%+29.7pp | 69.6%+29.2pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,938 | $1,668+196.0% | $2,566+92.5% | $2,381+107.4% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |