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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 | $11,692 | $48,050-75.7% | $85,969-86.4% | $59,633-80.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.75% | 0.29%+0.5pp | 9.32%-8.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,408 | $1,640-14.1% | $3,474-59.5% | $2,203-36.1% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $155 | $3,206-95.2% | $6,053-97.4% | $4,297-96.4% |