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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 | $20,805 | $127,386-83.7% | $115,037-81.9% | $125,393-83.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.07% | 31.28%-33.3pp | 26.14%-28.2pp | 282.23%-284.3pp |
| Employer contribution / active EE | $1,945 | $5,166-62.4% | $4,608-57.8% | $4,866-60.0% |
| Participant deferral / active EE | $3,497 | $6,423-45.6% | $6,026-42.0% | $5,351-34.7% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |