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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 | $1,333 | $118,496-98.9% | $98,461-98.6% | $139,466-99.0% |
| Participation rate | 88.2% | 77.5%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,176 | $3,611-67.4% | $3,049-61.4% | $4,754-75.3% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |