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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 | $16,228 | $52,678-69.2% | $75,784-78.6% | $59,633-72.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.60% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,547 | $2,193-29.5% | $3,323-53.4% | $2,203-29.8% |
| Participant deferral / active EE | $2,707 | $2,591+4.5% | $3,652-25.9% | $3,192-15.2% |
| Admin fee / account holder | $292 | $3,610-91.9% | $5,300-94.5% | $4,297-93.2% |