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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 | $8,675 | $73,863-88.3% | $143,797-94.0% | $68,490-87.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -6.66% | 0.91%-7.6pp | -0.04%-6.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $490 | $3,185-84.6% | $4,952-90.1% | $2,597-81.1% |
| Participant deferral / active EE | $1,499 | $3,385-55.7% | $5,638-73.4% | $4,028-62.8% |
| Admin fee / account holder | $149 | $5,756-97.4% | $14,679-99.0% | $5,403-97.2% |