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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 | $15,487 | $69,977-77.9% | $108,582-85.7% | $62,881-75.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.92% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,870 | $2,135-12.4% | $3,758-50.2% | $2,281-18.0% |
| Participant deferral / active EE | $1,794 | $3,165-43.3% | $4,311-58.4% | $3,203-44.0% |
| Admin fee / account holder | $67 | $5,076-98.7% | $7,645-99.1% | $4,296-98.4% |