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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 | $17,707 | $72,177-75.5% | $115,038-84.6% | $59,633-70.3% |
| Participation rate | 83.9% | 72.6%+11.3pp | 81.4%+2.5pp | 68.7%+15.2pp |
| Annual return | -0.48% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,143 | $2,841-59.8% | $4,608-75.2% | $2,203-48.1% |
| Participant deferral / active EE | $3,029 | $4,783-36.7% | $6,026-49.7% | $3,192-5.1% |
| Admin fee / account holder | $281 | $4,927-94.3% | $8,175-96.6% | $4,297-93.5% |