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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 | $9,950 | $52,678-81.1% | $75,784-86.9% | $59,633-83.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,303 | $2,193+141.8% | $3,323+59.6% | $2,203+140.8% |
| Participant deferral / active EE | $1,394 | $2,591-46.2% | $3,652-61.8% | $3,192-56.3% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |