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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 | $9,152 | $142,392-93.6% | $119,622-92.3% | $134,532-93.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -19.96% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,784 | $5,224-65.8% | $4,232-57.8% | $4,741-62.4% |
| Participant deferral / active EE | $3,939 | $6,467-39.1% | $5,601-29.7% | $6,401-38.5% |
| Admin fee / account holder | $88 | $13,593-99.4% | $10,328-99.2% | $11,429-99.2% |