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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 | $4,518 | $44,850-89.9% | $60,547-92.5% | $59,633-92.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -1.79% | 1074.14%-1075.9pp | 335.64%-337.4pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $1,282 | $1,462-12.3% | $2,419-47.0% | $2,203-41.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17 | $3,635-99.5% | $4,536-99.6% | $4,297-99.6% |