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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 | $5,840 | $59,834-90.2% | $79,576-92.7% | $68,495-91.5% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | -17.39% | -12.30%-5.1pp | 0.15%-17.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,986 | $1,505+31.9% | $2,413-17.7% | $2,596-23.5% |
| Participant deferral / active EE | $2,440 | $3,024-19.3% | $3,985-38.8% | $4,028-39.4% |
| Admin fee / account holder | $200 | $4,835-95.9% | $6,834-97.1% | $5,403-96.3% |