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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 | $2,073 | $118,488-98.3% | $98,462-97.9% | $139,487-98.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,280 | $3,611-36.9% | $3,049-25.2% | $4,755-52.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |