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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 | $19,328 | $113,941-83.0% | $94,229-79.5% | $125,389-84.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.56% | 5.29%-7.9pp | 10.68%-13.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,967 | $4,727-58.4% | $3,587-45.2% | $4,866-59.6% |
| Participant deferral / active EE | $7,753 | $5,179+49.7% | $4,320+79.5% | $5,352+44.9% |
| Admin fee / account holder | $180 | $8,392-97.9% | $6,269-97.1% | $9,541-98.1% |