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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 | $3,633 | $81,358-95.5% | $155,556-97.7% | $80,959-95.5% |
| Participation rate | 95.5% | 66.3%+29.2pp | 78.2%+17.3pp | 67.7%+27.8pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,994 | $3,106+28.6% | $4,675-14.6% | $2,757+44.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |