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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 | $8,831 | $45,152-80.4% | $73,845-88.0% | $59,632-85.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.38% | 27.40%-28.8pp | 2267.91%-2269.3pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $338 | $1,902-82.2% | $2,788-87.9% | $2,203-84.6% |
| Participant deferral / active EE | $2,078 | $2,574-19.3% | $3,583-42.0% | $3,192-34.9% |
| Admin fee / account holder | $160 | $3,516-95.5% | $4,881-96.7% | $4,297-96.3% |