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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 | $13,730 | $65,704-79.1% | $94,229-85.4% | $59,633-77.0% |
| Participation rate | 75.0% | 72.1%+2.9pp | 78.8%-3.8pp | 68.7%+6.3pp |
| Annual return | -2.12% | 5.22%-7.3pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,166 | $2,021+7.2% | $3,587-39.6% | $2,203-1.7% |
| Participant deferral / active EE | $2,704 | $3,143-14.0% | $4,320-37.4% | $3,192-15.3% |
| Admin fee / account holder | $114 | $4,265-97.3% | $6,269-98.2% | $4,297-97.4% |