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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 | $6,991 | $73,863-90.5% | $143,797-95.1% | $68,490-89.8% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -19.35% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $395 | $3,185-87.6% | $4,952-92.0% | $2,597-84.8% |
| Participant deferral / active EE | $2,178 | $3,385-35.6% | $5,638-61.4% | $4,028-45.9% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |