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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 | $3,646 | $72,177-94.9% | $115,038-96.8% | $59,633-93.9% |
| Participation rate | 82.9% | 72.6%+10.4pp | 81.4%+1.6pp | 68.7%+14.3pp |
| Annual return | 0.18% | 12.02%-11.8pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,652 | $2,841-41.9% | $4,608-64.2% | $2,203-25.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17 | $4,927-99.6% | $8,175-99.8% | $4,297-99.6% |