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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 | $24,504 | $131,835-81.4% | $108,582-77.4% | $273,972-91.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.41% | -91.57%+102.0pp | -51.70%+62.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $1,692 | $4,913-65.6% | $3,758-55.0% | $4,869-65.3% |
| Participant deferral / active EE | $12,709 | $5,127+147.9% | $4,311+194.8% | $5,287+140.4% |
| Admin fee / account holder | $295 | $10,253-97.1% | $7,645-96.1% | $10,133-97.1% |