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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 | $6,579 | $46,689-85.9% | $117,498-94.4% | $68,495-90.4% |
| Participation rate | 91.7% | 56.8%+34.9pp | 70.6%+21.1pp | 67.9%+23.8pp |
| Annual return | -17.08% | -14.52%-2.6pp | 29.75%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,027 | $1,505-31.8% | $4,178-75.4% | $2,596-60.5% |
| Participant deferral / active EE | $1,277 | $2,637-51.6% | $4,071-68.6% | $4,028-68.3% |
| Admin fee / account holder | $137 | $4,021-96.6% | $5,646-97.6% | $5,403-97.5% |