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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 | $732 | $70,486-99.0% | $100,535-99.3% | $79,856-99.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $732 | $2,165-66.2% | $3,419-78.6% | $2,471-70.4% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |