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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 | $5,907 | $42,917-86.2% | $60,899-90.3% | $68,495-91.4% |
| Participation rate | 73.1% | 66.8%+6.3pp | 73.1%0pp | 67.9%+5.2pp |
| Annual return | -8.43% | -13.99%+5.6pp | 16.92%-25.3pp | -7.84%-0.6pp |
| Employer contribution / active EE | $383 | $1,979-80.6% | $2,702-85.8% | $2,596-85.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $286 | $3,102-90.8% | $3,225-91.1% | $5,403-94.7% |