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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 | $7,016 | $42,910-83.6% | $60,919-88.5% | $68,490-89.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 73.1%+20.0pp | 67.9%+25.2pp |
| Annual return | -16.78% | -13.99%-2.8pp | 16.96%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,145 | $1,978-42.1% | $2,704-57.6% | $2,597-55.9% |
| Participant deferral / active EE | $1,679 | $2,866-41.4% | $3,814-56.0% | $4,028-58.3% |
| Admin fee / account holder | $281 | $3,104-90.9% | $3,228-91.3% | $5,403-94.8% |