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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 | $5,237 | $69,807-92.5% | $65,170-92.0% | $350,051-98.5% |
| Participation rate | 0.0% | 45.8%-45.8pp | 29.3%-29.3pp | 44.5%-44.5pp |
| Annual return | 0.01% | 10.17%-10.2pp | 7.07%-7.1pp | -14.65%+14.7pp |
| Employer contribution / active EE | $0 | $38,496-100.0% | $34,847-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51-100.0% | $51-100.0% | $14,582-100.0% |