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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 | $2,113 | $127,096-98.3% | $105,736-98.0% | $135,380-98.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 76.3%+6.0pp | 82.6%-0.3pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,610 | $4,107-36.4% | $3,268-20.1% | $4,779-45.4% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |