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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 | $25,675 | $131,835-80.5% | $108,582-76.4% | $273,972-90.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.45% | -91.57%+97.0pp | -51.70%+57.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $10,556 | $4,913+114.9% | $3,758+180.9% | $4,869+116.8% |
| Participant deferral / active EE | $9,682 | $5,127+88.8% | $4,311+124.6% | $5,287+83.1% |
| Admin fee / account holder | $244 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |