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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 | $14,886 | $127,386-88.3% | $115,037-87.1% | $125,388-88.1% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,295 | $5,166-55.6% | $4,608-50.2% | $4,866-52.8% |
| Participant deferral / active EE | $4,483 | $6,423-30.2% | $6,026-25.6% | $5,352-16.2% |
| Admin fee / account holder | $124 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |