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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 | $8,145 | $140,578-94.2% | $100,671-91.9% | $125,389-93.5% |
| Participation rate | 95.5% | 80.4%+15.1pp | 70.7%+24.7pp | 83.2%+12.3pp |
| Annual return | -1.23% | 24.67%-25.9pp | 20.43%-21.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $3,455 | $5,965-42.1% | $4,012-13.9% | $4,866-29.0% |
| Participant deferral / active EE | $1,481 | $3,981-62.8% | $3,144-52.9% | $5,352-72.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |