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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 | $5,072 | $21,551-76.5% | $165,322-96.9% | $198,586-97.4% |
| Participation rate | 100.0% | 39.2%+60.8pp | 32.5%+67.5pp | 13.5%+86.5pp |
| Annual return | 0.00% | 9.38%-9.4pp | 8.01%-8.0pp | 9.29%-9.3pp |
| Employer contribution / active EE | $4,955 | $9,605-48.4% | $29,475-83.2% | $15,168-67.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $7 | $294-97.8% | $637-99.0% | $2,037-99.7% |