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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 | $12,450 | $65,704-81.1% | $94,229-86.8% | $59,633-79.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.95% | 5.22%-3.3pp | 10.68%-8.7pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,125 | $2,021+54.7% | $3,587-12.9% | $2,203+41.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $122 | $4,265-97.1% | $6,269-98.1% | $4,297-97.2% |