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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 | $8,560 | $73,848-88.4% | $143,799-94.0% | $68,486-87.5% |
| Participation rate | 95.8% | 66.7%+29.2pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -8.12% | 0.91%-9.0pp | -0.04%-8.1pp | -7.85%-0.3pp |
| Employer contribution / active EE | $645 | $3,184-79.8% | $4,952-87.0% | $2,597-75.2% |
| Participant deferral / active EE | $1,607 | $3,385-52.5% | $5,638-71.5% | $4,028-60.1% |
| Admin fee / account holder | $264 | $5,755-95.4% | $14,677-98.2% | $5,404-95.1% |