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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 | $1,920 | $113,941-98.3% | $94,229-98.0% | $125,389-98.5% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,146 | $4,727-54.6% | $3,587-40.2% | $4,866-55.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |