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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 | $1,269 | $52,911-97.6% | $73,309-98.3% | $59,633-97.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,316 | $1,909-31.1% | $3,237-59.4% | $2,203-40.3% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |