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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 | $10,333 | $53,162-80.6% | $91,225-88.7% | $68,486-84.9% |
| Participation rate | 98.3% | 63.2%+35.1pp | 73.2%+25.1pp | 67.9%+30.4pp |
| Annual return | -15.35% | -3.14%-12.2pp | 114.12%-129.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $4,275 | $1,709+150.1% | $2,851+50.0% | $2,597+64.6% |
| Participant deferral / active EE | $1,729 | $2,974-41.9% | $4,233-59.2% | $4,028-57.1% |
| Admin fee / account holder | $74 | $4,493-98.3% | $5,422-98.6% | $5,404-98.6% |