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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 | $46,882 | $120,305-61.0% | $115,244-59.3% | $222,458-78.9% |
| Participation rate | 100.0% | 43.8%+56.2pp | 33.3%+66.7pp | 48.7%+51.3pp |
| Annual return | 0.01% | -1.96%+2.0pp | -1.61%+1.6pp | -2.16%+2.2pp |
| Employer contribution / active EE | $16,667 | $37,094-55.1% | $30,840-46.0% | $42,949-61.2% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |