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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 | $9,038 | $127,096-92.9% | $105,736-91.5% | $135,380-93.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 76.3%+15.3pp | 82.6%+9.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,047 | $5,064+78.6% | $4,080+121.7% | $5,609+61.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |