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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 | $23,838 | $65,703-63.7% | $94,228-74.7% | $59,633-60.0% |
| Participation rate | 76.5% | 72.1%+4.3pp | 78.8%-2.3pp | 68.7%+7.8pp |
| Annual return | -1.18% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,769 | $2,021-12.4% | $3,587-50.7% | $2,203-19.7% |
| Participant deferral / active EE | $3,030 | $3,143-3.6% | $4,320-29.9% | $3,192-5.1% |
| Admin fee / account holder | $197 | $4,264-95.4% | $6,269-96.9% | $4,297-95.4% |