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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 | $17,248 | $140,592-87.7% | $123,105-86.0% | $125,389-86.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -3.24% | 16.80%-20.0pp | 13.22%-16.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,554 | $6,041-57.7% | $5,151-50.4% | $4,866-47.5% |
| Participant deferral / active EE | $6,195 | $6,980-11.2% | $6,229-0.6% | $5,352+15.8% |
| Admin fee / account holder | $3 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |