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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 | $11,108 | $107,809-89.7% | $90,657-87.7% | $135,380-91.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -8.33% | -0.90%-7.4pp | 1.89%-10.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $428 | $3,018-85.8% | $2,532-83.1% | $4,779-91.1% |
| Participant deferral / active EE | $480 | $3,872-87.6% | $3,424-86.0% | $5,609-91.5% |
| Admin fee / account holder | $111 | $5,931-98.1% | $4,994-97.8% | $10,828-99.0% |