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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 | $12,379 | $81,870-84.9% | $119,634-89.7% | $68,490-81.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,348 | $2,692-49.9% | $4,232-68.1% | $2,597-48.1% |
| Participant deferral / active EE | $3,544 | $4,148-14.6% | $5,601-36.7% | $4,028-12.0% |
| Admin fee / account holder | $90 | $6,583-98.6% | $10,329-99.1% | $5,403-98.3% |