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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 | $8,358 | $50,947-83.6% | $74,551-88.8% | $64,173-87.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.61% | -1.85%-5.8pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,823 | $1,115+153.1% | $1,961+43.9% | $2,381+18.6% |
| Participant deferral / active EE | $1,909 | $2,302-17.0% | $3,108-38.6% | $3,470-45.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |