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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 | $11,682 | $71,891-83.8% | $86,690-86.5% | $68,498-82.9% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -8.61% | 3.53%-12.1pp | 35.93%-44.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $4,014 | $2,173+84.7% | $2,837+41.5% | $2,596+54.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $114 | $6,112-98.1% | $7,490-98.5% | $5,403-97.9% |