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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 | $20,488 | $131,835-84.5% | $108,582-81.1% | $273,972-92.5% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 9.18% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,779 | $4,913-43.4% | $3,758-26.1% | $4,869-42.9% |
| Participant deferral / active EE | $5,536 | $5,127+8.0% | $4,311+28.4% | $5,287+4.7% |
| Admin fee / account holder | $91 | $10,253-99.1% | $7,645-98.8% | $10,133-99.1% |