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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 | $6,745 | $42,909-84.3% | $60,906-88.9% | $68,486-90.2% |
| Participation rate | 91.2% | 66.8%+24.4pp | 73.1%+18.1pp | 67.9%+23.3pp |
| Annual return | -6.22% | -13.99%+7.8pp | 16.94%-23.2pp | -7.85%+1.6pp |
| Employer contribution / active EE | $1,454 | $1,979-26.5% | $2,703-46.2% | $2,597-44.0% |
| Participant deferral / active EE | $1,445 | $2,866-49.6% | $3,814-62.1% | $4,028-64.1% |
| Admin fee / account holder | $202 | $3,104-93.5% | $3,227-93.7% | $5,404-96.3% |