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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 | $23,562 | $140,592-83.2% | $123,106-80.9% | $125,388-81.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.20% | 16.80%-20.0pp | 13.22%-16.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $9,519 | $6,041+57.6% | $5,151+84.8% | $4,866+95.6% |
| Participant deferral / active EE | $2,920 | $6,980-58.2% | $6,229-53.1% | $5,352-45.4% |
| Admin fee / account holder | $95 | $11,198-99.2% | $9,015-99.0% | $9,541-99.0% |