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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 | $25,801 | $131,835-80.4% | $108,582-76.2% | $273,972-90.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 17.37% | -91.57%+108.9pp | -51.70%+69.1pp | 41.46%-24.1pp |
| Employer contribution / active EE | $12,985 | $4,913+164.3% | $3,758+245.5% | $4,869+166.7% |
| Participant deferral / active EE | $8,364 | $5,127+63.1% | $4,311+94.0% | $5,287+58.2% |
| Admin fee / account holder | $189 | $10,253-98.2% | $7,645-97.5% | $10,133-98.1% |