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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 | $21,821 | $131,835-83.4% | $108,582-79.9% | $273,972-92.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,480 | $4,913-8.8% | $3,758+19.2% | $4,869-8.0% |
| Participant deferral / active EE | $3,696 | $5,127-27.9% | $4,311-14.3% | $5,287-30.1% |
| Admin fee / account holder | $231 | $10,253-97.7% | $7,645-97.0% | $10,133-97.7% |