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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 | $12,114 | $52,678-77.0% | $75,784-84.0% | $59,633-79.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.12% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,920 | $2,193-12.5% | $3,323-42.2% | $2,203-12.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $252 | $3,610-93.0% | $5,300-95.2% | $4,297-94.1% |