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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 | $7,052 | $75,832-90.7% | $147,617-95.2% | $59,633-88.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.04% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $890 | $3,485-74.5% | $5,564-84.0% | $2,203-59.6% |
| Participant deferral / active EE | $1,566 | $3,131-50.0% | $4,895-68.0% | $3,192-50.9% |
| Admin fee / account holder | $143 | $5,986-97.6% | $11,612-98.8% | $4,297-96.7% |