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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 | $740 | $45,438-98.4% | $80,004-99.1% | $59,633-98.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $740 | $1,236-40.1% | $2,473-70.1% | $2,203-66.4% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |