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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 | $14,090 | $127,387-88.9% | $115,038-87.8% | $125,389-88.8% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -2.67% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,025 | $5,166-60.8% | $4,608-56.1% | $4,866-58.4% |
| Participant deferral / active EE | $7,490 | $6,423+16.6% | $6,026+24.3% | $5,352+40.0% |
| Admin fee / account holder | $296 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |