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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 | $18,284 | $92,219-80.2% | $76,768-76.2% | $135,379-86.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.01% | 5.46%-13.5pp | 2.43%-10.4pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,286 | $3,216-60.0% | $2,485-48.3% | $4,779-73.1% |
| Participant deferral / active EE | $4,071 | $4,508-9.7% | $3,852+5.7% | $5,609-27.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |