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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 | $2,693 | $87,733-96.9% | $106,551-97.5% | $85,856-96.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.48% | 21.86%-7.4pp | 26.80%-12.3pp | 318.58%-304.1pp |
| Employer contribution / active EE | $1,031 | $2,073-50.2% | $2,819-63.4% | $2,565-59.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $82 | $6,767-98.8% | $7,408-98.9% | $6,261-98.7% |