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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 | $12,717 | $39,162-67.5% | $100,671-87.4% | $59,633-78.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.66% | 21.07%-22.7pp | 20.43%-22.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $457 | $1,151-60.3% | $4,012-88.6% | $2,203-79.3% |
| Participant deferral / active EE | $1,165 | $1,992-41.5% | $3,144-62.9% | $3,192-63.5% |
| Admin fee / account holder | $218 | $2,969-92.7% | $4,850-95.5% | $4,297-94.9% |