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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 | $9,439 | $73,863-87.2% | $143,797-93.4% | $68,490-86.2% |
| Participation rate | 80.4% | 66.7%+13.7pp | 80.3%+0.1pp | 67.9%+12.5pp |
| Annual return | -11.05% | 0.91%-12.0pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $1,208 | $3,185-62.1% | $4,952-75.6% | $2,597-53.5% |
| Participant deferral / active EE | $3,090 | $3,385-8.7% | $5,638-45.2% | $4,028-23.3% |
| Admin fee / account holder | $113 | $5,756-98.0% | $14,679-99.2% | $5,403-97.9% |