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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 | $7,374 | $73,848-90.0% | $143,799-94.9% | $68,486-89.2% |
| Participation rate | 98.6% | 66.7%+32.0pp | 80.3%+18.3pp | 67.9%+30.7pp |
| Annual return | -9.23% | 0.91%-10.1pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $441 | $3,184-86.2% | $4,952-91.1% | $2,597-83.0% |
| Participant deferral / active EE | $998 | $3,385-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $96 | $5,755-98.3% | $14,677-99.3% | $5,404-98.2% |