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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 | $8,131 | $59,834-86.4% | $79,576-89.8% | $68,495-88.1% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.5%+15.1pp | 67.9%+16.7pp |
| Annual return | -19.14% | -12.30%-6.8pp | 0.15%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $985 | $1,505-34.6% | $2,413-59.2% | $2,596-62.1% |
| Participant deferral / active EE | $1,920 | $3,024-36.5% | $3,985-51.8% | $4,028-52.3% |
| Admin fee / account holder | $64 | $4,835-98.7% | $6,834-99.1% | $5,403-98.8% |