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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 | $11,351 | $120,305-90.6% | $115,244-90.2% | $222,458-94.9% |
| Participation rate | 100.0% | 43.8%+56.2pp | 33.3%+66.7pp | 48.7%+51.3pp |
| Annual return | 0.87% | -1.96%+2.8pp | -1.61%+2.5pp | -2.16%+3.0pp |
| Employer contribution / active EE | $8,955 | $37,094-75.9% | $30,840-71.0% | $42,949-79.1% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $5 | $3,890-99.9% | $3,433-99.9% | $12,572-100.0% |