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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 | $12,090 | $127,229-90.5% | $115,939-89.6% | $237,064-94.9% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 2.89% | 3.55%-0.7pp | 3.97%-1.1pp | 4.16%-1.3pp |
| Employer contribution / active EE | $0 | $33,688-100.0% | $28,168-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $272 | $15,835-98.3% | $12,837-97.9% | $21,465-98.7% |