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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 | $2,770 | $54,370-94.9% | $82,763-96.7% | $68,490-96.0% |
| Participation rate | 94.6% | 63.9%+30.7pp | 72.6%+22.0pp | 67.9%+26.7pp |
| Annual return | 0.87% | -13.67%+14.5pp | 702.45%-701.6pp | -7.85%+8.7pp |
| Employer contribution / active EE | $1,126 | $2,219-49.3% | $3,008-62.6% | $2,597-56.6% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $168 | $4,398-96.2% | $5,325-96.8% | $5,403-96.9% |