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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 | $10,629 | $52,678-79.8% | $75,784-86.0% | $59,633-82.2% |
| Participation rate | 74.1% | 67.2%+6.8pp | 75.8%-1.7pp | 68.7%+5.4pp |
| Annual return | -2.00% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,094 | $2,591-57.8% | $3,652-70.1% | $3,192-65.7% |
| Admin fee / account holder | $137 | $3,610-96.2% | $5,300-97.4% | $4,297-96.8% |