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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 | $2,834 | $73,848-96.2% | $143,799-98.0% | $68,486-95.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.86% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $968 | $3,385-71.4% | $5,638-82.8% | $4,028-76.0% |
| Admin fee / account holder | $86 | $5,755-98.5% | $14,677-99.4% | $5,404-98.4% |