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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 | $17,832 | $73,019-75.6% | $90,766-80.4% | $68,490-74.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.86% | -13.81%-2.0pp | -12.16%-3.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $4,210 | $2,193+92.0% | $2,922+44.1% | $2,597+62.1% |
| Participant deferral / active EE | $3,345 | $3,626-7.8% | $4,565-26.7% | $4,028-17.0% |
| Admin fee / account holder | $241 | $5,897-95.9% | $8,446-97.1% | $5,403-95.5% |