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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 | $42,917-81.7% | $60,899-87.1% | $68,495-88.5% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.3pp | 67.9%+27.6pp |
| Annual return | -17.64% | -13.99%-3.7pp | 16.92%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $901 | $1,979-54.5% | $2,702-66.7% | $2,596-65.3% |
| Participant deferral / active EE | $1,613 | $2,867-43.7% | $3,817-57.7% | $4,028-59.9% |
| Admin fee / account holder | $213 | $3,102-93.1% | $3,225-93.4% | $5,403-96.1% |