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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 | $8,392 | $49,280-83.0% | $67,313-87.5% | $64,173-86.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.50% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,100 | $1,668+205.7% | $2,566+98.8% | $2,381+114.2% |
| Participant deferral / active EE | $2,570 | $2,484+3.4% | $3,568-28.0% | $3,470-25.9% |
| Admin fee / account holder | $31 | $3,863-99.2% | $4,507-99.3% | $4,887-99.4% |