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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 | $4,651 | $123,793-96.2% | $177,840-97.4% | $79,852-94.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $4,651 | $4,095+13.6% | $5,919-21.4% | $2,471+88.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |