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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 | $4,758 | $45,865-89.6% | $40,757-88.3% | $125,389-96.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 0.00% | -1.32%+1.3pp | -0.50%+0.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,834 | $4,199+15.1% | $3,485+38.7% | $5,352-9.7% |
| Admin fee / account holder | $0 | $5,763-100.0% | $4,272-100.0% | $9,541-100.0% |