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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 | $18,105 | $77,817-76.7% | $123,553-85.3% | $64,173-71.8% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -4.67% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,875 | $3,014-4.6% | $4,628-37.9% | $2,381+20.8% |
| Participant deferral / active EE | $5,854 | $5,240+11.7% | $6,426-8.9% | $3,470+68.7% |
| Admin fee / account holder | $194 | $5,519-96.5% | $9,284-97.9% | $4,887-96.0% |