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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 | $10,586 | $72,177-85.3% | $115,038-90.8% | $59,633-82.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,119 | $4,783+27.9% | $6,026+1.5% | $3,192+91.7% |
| Admin fee / account holder | $127 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |