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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 | $10,416 | $64,719-83.9% | $112,249-90.7% | $68,486-84.8% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -14.29% | -11.40%-2.9pp | 27.48%-41.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,696 | $2,747+71.0% | $3,636+29.2% | $2,597+80.9% |
| Participant deferral / active EE | $1,611 | $3,565-54.8% | $4,729-65.9% | $4,028-60.0% |
| Admin fee / account holder | $12 | $5,232-99.8% | $6,412-99.8% | $5,404-99.8% |