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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 | $12,329 | $167,522-92.6% | $151,639-91.9% | $134,532-90.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -20.32% | 7.81%-28.1pp | 3.34%-23.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,942 | $6,828-71.6% | $6,165-68.5% | $4,741-59.0% |
| Participant deferral / active EE | $3,376 | $8,986-62.4% | $8,363-59.6% | $6,401-47.3% |
| Admin fee / account holder | $300 | $13,780-97.8% | $11,613-97.4% | $11,429-97.4% |