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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 | $5,498 | $42,910-87.2% | $60,919-91.0% | $68,490-92.0% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -17.91% | -13.99%-3.9pp | 16.96%-34.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $979 | $2,866-65.8% | $3,814-74.3% | $4,028-75.7% |
| Admin fee / account holder | $210 | $3,104-93.3% | $3,228-93.5% | $5,403-96.1% |