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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 | $1,303 | $59,535-97.8% | $90,161-98.6% | $62,293-97.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.53%-23.5pp | 34.89%-34.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,303 | $1,826-28.6% | $3,318-60.7% | $2,042-36.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |