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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 | $2,452 | $63,082-96.1% | $81,726-97.0% | $79,856-96.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,452 | $1,795+36.6% | $4,311-43.1% | $2,471-0.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |