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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 | $1,591 | $27,639-94.2% | $61,501-97.4% | $68,490-97.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.97% | -13.19%+3.2pp | 339.04%-349.0pp | -7.85%-2.1pp |
| Employer contribution / active EE | $572 | $696-17.8% | $1,160-50.6% | $2,597-78.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $69 | $2,012-96.6% | $2,132-96.8% | $5,403-98.7% |