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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 | $1,554 | $433,437-99.6% | $415,992-99.6% | $479,618-99.7% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | 1.54% | -3.67%+5.2pp | -4.46%+6.0pp | 101.32%-99.8pp |
| Employer contribution / active EE | $0 | $19,293-100.0% | $19,238-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,520-100.0% |