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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 | $26,858 | $131,835-79.6% | $108,582-75.3% | $273,972-90.2% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 8.23% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,528 | $4,913-68.9% | $3,758-59.4% | $4,869-68.6% |
| Participant deferral / active EE | $7,423 | $5,127+44.8% | $4,311+72.2% | $5,287+40.4% |
| Admin fee / account holder | $24 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |