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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 | $1,095 | $65,704-98.3% | $94,229-98.8% | $59,633-98.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.60% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $678 | $2,021-66.4% | $3,587-81.1% | $2,203-69.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4 | $4,265-99.9% | $6,269-99.9% | $4,297-99.9% |