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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 | $707 | $72,114-99.0% | $108,745-99.3% | $62,881-98.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 13.41%-13.4pp | 46.22%-46.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $707 | $2,694-73.7% | $3,323-78.7% | $2,281-69.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,608-100.0% | $6,144-100.0% | $4,296-100.0% |