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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 | $6,531 | $59,116-89.0% | $86,438-92.4% | $68,486-90.5% |
| Participation rate | 90.6% | 75.2%+15.3pp | 80.3%+10.2pp | 67.9%+22.7pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,915 | $2,519+134.8% | $3,769+56.9% | $2,597+127.8% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |