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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 | $16,096 | $52,678-69.4% | $75,784-78.8% | $59,633-73.0% |
| Participation rate | 70.3% | 67.2%+3.0pp | 75.8%-5.6pp | 68.7%+1.6pp |
| Annual return | -2.73% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,509 | $2,193-31.2% | $3,323-54.6% | $2,203-31.5% |
| Participant deferral / active EE | $2,323 | $2,591-10.3% | $3,652-36.4% | $3,192-27.2% |
| Admin fee / account holder | $279 | $3,610-92.3% | $5,300-94.7% | $4,297-93.5% |