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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 | $23,245 | $131,835-82.4% | $108,582-78.6% | $273,972-91.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.01% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,983 | $4,913-39.3% | $3,758-20.6% | $4,869-38.7% |
| Participant deferral / active EE | $3,939 | $5,127-23.2% | $4,311-8.6% | $5,287-25.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |