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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 | $2,120 | $81,262-97.4% | $155,602-98.6% | $80,911-97.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 0.00% | 33.34%-33.3pp | 64.81%-64.8pp | 35.63%-35.6pp |
| Employer contribution / active EE | $2,120 | $3,102-31.6% | $4,675-54.6% | $2,756-23.1% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |