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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 | $9,534 | $54,380-82.5% | $68,509-86.1% | $59,633-84.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.17% | 2.83%-5.0pp | 8.27%-10.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $600 | $1,539-61.0% | $2,278-73.7% | $2,203-72.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $94 | $3,885-97.6% | $5,275-98.2% | $4,297-97.8% |