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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 | $9,742 | $127,387-92.4% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.96% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,901 | $5,166-63.2% | $4,608-58.8% | $4,866-60.9% |
| Participant deferral / active EE | $3,619 | $6,423-43.6% | $6,026-39.9% | $5,352-32.4% |
| Admin fee / account holder | $294 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |