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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 | $17,844 | $50,958-65.0% | $74,552-76.1% | $64,181-72.2% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | -5.42% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,150 | $1,115+3.1% | $1,961-41.4% | $2,381-51.7% |
| Participant deferral / active EE | $1,747 | $2,301-24.1% | $3,108-43.8% | $3,470-49.7% |
| Admin fee / account holder | $1 | $4,223-100.0% | $5,060-100.0% | $4,887-100.0% |