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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 | $22,971 | $71,872-68.0% | $86,691-73.5% | $68,495-66.5% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.9pp | 67.9%+4.8pp |
| Annual return | -18.33% | 3.53%-21.9pp | 35.94%-54.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,269 | $2,173-41.6% | $2,837-55.3% | $2,596-51.1% |
| Participant deferral / active EE | $3,098 | $3,779-18.0% | $4,656-33.5% | $4,028-23.1% |
| Admin fee / account holder | $247 | $6,112-96.0% | $7,492-96.7% | $5,403-95.4% |