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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 | $1,874 | $65,704-97.1% | $94,229-98.0% | $59,633-96.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.61% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.47%-2043.1pp |
| Employer contribution / active EE | $705 | $2,021-65.1% | $3,587-80.3% | $2,203-68.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20 | $4,265-99.5% | $6,269-99.7% | $4,297-99.5% |