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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 | $19,940 | $72,177-72.4% | $115,038-82.7% | $59,633-66.6% |
| Participation rate | 81.3% | 72.6%+8.7pp | 81.4%-0.1pp | 68.7%+12.6pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $992 | $2,841-65.1% | $4,608-78.5% | $2,203-55.0% |
| Participant deferral / active EE | $2,189 | $4,783-54.2% | $6,026-63.7% | $3,192-31.4% |
| Admin fee / account holder | $168 | $4,927-96.6% | $8,175-97.9% | $4,297-96.1% |