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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 | $12,356 | $71,878-82.8% | $86,698-85.7% | $68,486-82.0% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -6.59% | 3.53%-10.1pp | 35.95%-42.5pp | -7.85%+1.3pp |
| Employer contribution / active EE | $2,154 | $2,173-0.9% | $2,837-24.1% | $2,597-17.0% |
| Participant deferral / active EE | $3,428 | $3,779-9.3% | $4,656-26.4% | $4,028-14.9% |
| Admin fee / account holder | $246 | $6,113-96.0% | $7,493-96.7% | $5,404-95.4% |