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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 | $7,858 | $42,909-81.7% | $60,906-87.1% | $68,486-88.5% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.4pp | 67.9%+27.6pp |
| Annual return | -17.64% | -13.99%-3.6pp | 16.94%-34.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $901 | $1,979-54.5% | $2,703-66.7% | $2,597-65.3% |
| Participant deferral / active EE | $1,613 | $2,866-43.7% | $3,814-57.7% | $4,028-59.9% |
| Admin fee / account holder | $213 | $3,104-93.1% | $3,227-93.4% | $5,404-96.1% |