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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 | $14,725 | $77,976-81.1% | $81,367-81.9% | $125,389-88.3% |
| Participation rate | 71.4% | 83.3%-11.8pp | 82.3%-10.9pp | 83.2%-11.8pp |
| Annual return | -0.70% | -2.85%+2.1pp | -0.92%+0.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,385 | $4,366-45.4% | $3,930-39.3% | $4,866-51.0% |
| Participant deferral / active EE | $6,663 | $5,646+18.0% | $5,383+23.8% | $5,352+24.5% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |