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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 | $10,718 | $105,861-89.9% | $90,756-88.2% | $134,509-92.0% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.5pp |
| Annual return | -17.16% | -10.99%-6.2pp | -12.16%-5.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $990 | $3,463-71.4% | $2,922-66.1% | $4,741-79.1% |
| Participant deferral / active EE | $1,677 | $5,217-67.9% | $4,565-63.3% | $6,400-73.8% |
| Admin fee / account holder | $73 | $13,938-99.5% | $8,445-99.1% | $11,427-99.4% |