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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 | $9,570 | $45,152-78.8% | $73,836-87.0% | $59,633-84.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.87% | 27.40%-26.5pp | 2268.06%-2267.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $566 | $1,901-70.2% | $2,787-79.7% | $2,203-74.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $283 | $3,515-92.0% | $4,882-94.2% | $4,297-93.4% |