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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 | $7,384 | $73,863-90.0% | $143,797-94.9% | $68,490-89.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.44% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,627 | $3,185-17.5% | $4,952-47.0% | $2,597+1.1% |
| Participant deferral / active EE | $3,745 | $3,385+10.7% | $5,638-33.6% | $4,028-7.0% |
| Admin fee / account holder | $193 | $5,756-96.7% | $14,679-98.7% | $5,403-96.4% |