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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 | $17,267 | $71,872-76.0% | $86,691-80.1% | $68,495-74.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.33% | 3.53%-18.9pp | 35.94%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,407 | $2,173-35.3% | $2,837-50.4% | $2,596-45.8% |
| Participant deferral / active EE | $3,727 | $3,779-1.4% | $4,656-20.0% | $4,028-7.5% |
| Admin fee / account holder | $160 | $6,112-97.4% | $7,492-97.9% | $5,403-97.0% |