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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 | $21,331 | $94,529-77.4% | $140,019-84.8% | $64,173-66.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -5.82% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,680 | $3,812-3.5% | $5,605-34.3% | $2,381+54.6% |
| Participant deferral / active EE | $2,439 | $5,250-53.5% | $6,927-64.8% | $3,470-29.7% |
| Admin fee / account holder | $220 | $6,741-96.7% | $10,705-97.9% | $4,887-95.5% |