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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 | $14,585 | $280,823-94.8% | $256,363-94.3% | $340,936-95.7% |
| Participation rate | 86.7% | 47.1%+39.6pp | 34.2%+52.5pp | 31.0%+55.7pp |
| Annual return | 0.00% | 5.23%-5.2pp | 5.46%-5.5pp | 14.18%-14.2pp |
| Employer contribution / active EE | $12,641 | $30,302-58.3% | $28,604-55.8% | $33,339-62.1% |
| Participant deferral / active EE | $0 | $13-100.0% | $20-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $8,668-100.0% | $6,551-100.0% | $17,688-100.0% |