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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 | $10,429 | $45,566-77.1% | $64,105-83.7% | $59,633-82.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.80% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $463 | $934-50.4% | $1,820-74.5% | $2,203-79.0% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $292 | $3,268-91.1% | $4,499-93.5% | $4,297-93.2% |