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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 | $4,437 | $42,910-89.7% | $60,919-92.7% | $68,490-93.5% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -13.85% | -13.99%+0.1pp | 16.96%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,722 | $1,978-13.0% | $2,704-36.3% | $2,597-33.7% |
| Participant deferral / active EE | $929 | $2,866-67.6% | $3,814-75.6% | $4,028-76.9% |
| Admin fee / account holder | $204 | $3,104-93.4% | $3,228-93.7% | $5,403-96.2% |