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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 | $10,567 | $56,054-81.1% | $171,082-93.8% | $62,881-83.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $11,435 | $1,731+560.6% | $4,002+185.7% | $2,281+401.3% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $51 | $3,647-98.6% | $8,520-99.4% | $4,296-98.8% |