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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 | $4,717 | $43,730-89.2% | $121,220-96.1% | $64,173-92.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -5.00% | 68.94%-73.9pp | 16.94%-21.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $834 | $1,297-35.7% | $4,023-79.3% | $2,381-65.0% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34 | $3,502-99.0% | $5,021-99.3% | $4,887-99.3% |