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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 | $1,666 | $67,411-97.5% | $91,004-98.2% | $70,126-97.6% |
| Participation rate | 96.4% | 71.4%+25.0pp | 75.6%+20.8pp | 69.5%+26.8pp |
| Annual return | 16.55% | -40.16%+56.7pp | 4.60%+12.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,453 | $1,786-18.6% | $2,456-40.8% | $2,343-38.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $168 | $4,236-96.0% | $5,417-96.9% | $4,645-96.4% |