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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 | $12,409 | $53,596-76.8% | $90,657-86.3% | $64,173-80.7% |
| Participation rate | 94.6% | 64.5%+30.1pp | 74.0%+20.6pp | 69.6%+25.0pp |
| Annual return | -6.84% | 4.41%-11.3pp | 1.89%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,127 | $1,503+108.0% | $2,532+23.5% | $2,381+31.3% |
| Participant deferral / active EE | $1,266 | $2,459-48.5% | $3,424-63.0% | $3,470-63.5% |
| Admin fee / account holder | $131 | $3,868-96.6% | $4,994-97.4% | $4,887-97.3% |