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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 | $14,481 | $89,277-83.8% | $322,681-95.5% | $52,729-72.5% |
| Participation rate | 100.0% | 16.7%+83.3pp | 27.6%+72.4pp | 12.6%+87.4pp |
| Annual return | 0.00% | 4.39%-4.4pp | 4.07%-4.1pp | 4.56%-4.6pp |
| Employer contribution / active EE | $14,481 | $12,633+14.6% | $36,235-60.0% | $15,526-6.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |