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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 | $17,817 | $75,644-76.4% | $106,128-83.2% | $52,198-65.9% |
| Participation rate | 100.0% | 11.9%+88.1pp | 12.2%+87.8pp | 11.0%+89.0pp |
| Annual return | 0.00% | 7.25%-7.3pp | 5.04%-5.0pp | 8.21%-8.2pp |
| Employer contribution / active EE | $17,817 | $13,308+33.9% | $26,454-32.6% | $13,841+28.7% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |