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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 | $8,818 | $54,239-83.7% | $70,098-87.4% | $68,495-87.1% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+0.9pp | 67.9%+3.5pp |
| Annual return | -18.31% | -13.87%-4.4pp | 190.76%-209.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,500 | $2,019-25.7% | $2,560-41.4% | $2,596-42.2% |
| Participant deferral / active EE | $3,020 | $2,957+2.2% | $3,849-21.5% | $4,028-25.0% |
| Admin fee / account holder | $292 | $4,691-93.8% | $6,266-95.3% | $5,403-94.6% |