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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 | $3,132 | $75,832-95.9% | $147,617-97.9% | $59,633-94.7% |
| Participation rate | 90.4% | 71.6%+18.8pp | 84.6%+5.8pp | 68.7%+21.7pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,569 | $3,131-49.9% | $4,895-68.0% | $3,192-50.9% |
| Admin fee / account holder | $215 | $5,986-96.4% | $11,612-98.1% | $4,297-95.0% |