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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 | $1,861 | $65,704-97.2% | $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 | -0.97% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.47%-2042.4pp |
| Employer contribution / active EE | $740 | $2,021-63.4% | $3,587-79.4% | $2,203-66.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11 | $4,265-99.7% | $6,269-99.8% | $4,297-99.8% |