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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 | $18,718 | $77,816-75.9% | $123,552-84.9% | $64,173-70.8% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -5.46% | 12.49%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,469 | $3,014+48.3% | $4,628-3.4% | $2,381+87.7% |
| Participant deferral / active EE | $5,509 | $5,240+5.1% | $6,426-14.3% | $3,470+58.8% |
| Admin fee / account holder | $61 | $5,519-98.9% | $9,285-99.3% | $4,887-98.8% |