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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 | $16,652 | $121,907-86.3% | $116,667-85.7% | $286,788-94.2% |
| Participation rate | 100.0% | 47.1%+52.9pp | 33.4%+66.6pp | 37.6%+62.4pp |
| Annual return | 0.00% | 8.05%-8.0pp | 7.88%-7.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $16,652 | $41,786-60.2% | $39,100-57.4% | $43,748-61.9% |
| Participant deferral / active EE | $0 | $56-100.0% | $53-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,272-100.0% | $15,347-100.0% | $12,596-100.0% |