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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 | $4,762 | $45,152-89.5% | $73,836-93.6% | $59,633-92.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.19% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $606 | $1,901-68.1% | $2,787-78.3% | $2,203-72.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $22 | $3,515-99.4% | $4,882-99.5% | $4,297-99.5% |