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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 | $10,834 | $59,813-81.9% | $79,580-86.4% | $68,486-84.2% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -11.25% | -12.30%+1.0pp | 0.15%-11.4pp | -7.85%-3.4pp |
| Employer contribution / active EE | $481 | $1,505-68.0% | $2,413-80.0% | $2,597-81.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $275 | $4,835-94.3% | $6,835-96.0% | $5,404-94.9% |