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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 | $4,727 | $62,124-92.4% | $219,333-97.8% | $50,876-90.7% |
| Participation rate | 100.0% | 40.7%+59.3pp | 42.3%+57.7pp | 15.7%+84.3pp |
| Annual return | 0.00% | -1.80%+1.8pp | -2.01%+2.0pp | -7.14%+7.1pp |
| Employer contribution / active EE | $5,132 | $14,777-65.3% | $34,453-85.1% | $14,613-64.9% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |