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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 | $12,719 | $64,729-80.4% | $112,263-88.7% | $68,490-81.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 2.38% | -11.40%+13.8pp | 27.49%-25.1pp | -7.85%+10.2pp |
| Employer contribution / active EE | $1,783 | $2,746-35.1% | $3,636-51.0% | $2,597-31.3% |
| Participant deferral / active EE | $1,591 | $3,566-55.4% | $4,729-66.4% | $4,028-60.5% |
| Admin fee / account holder | $66 | $5,222-98.7% | $6,410-99.0% | $5,403-98.8% |