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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 | $10,727 | $59,813-82.1% | $79,580-86.5% | $68,486-84.3% |
| Participation rate | 88.6% | 61.1%+27.5pp | 69.5%+19.1pp | 67.9%+20.7pp |
| Annual return | -17.34% | -12.30%-5.0pp | 0.15%-17.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,026 | $1,505+34.6% | $2,413-16.0% | $2,597-22.0% |
| Participant deferral / active EE | $3,359 | $3,024+11.1% | $3,985-15.7% | $4,028-16.6% |
| Admin fee / account holder | $287 | $4,835-94.1% | $6,835-95.8% | $5,404-94.7% |