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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 | $18,755 | $131,835-85.8% | $108,582-82.7% | $273,972-93.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.56% | -91.57%+95.1pp | -51.70%+55.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $4,864 | $4,913-1.0% | $3,758+29.4% | $4,869-0.1% |
| Participant deferral / active EE | $2,909 | $5,127-43.3% | $4,311-32.5% | $5,287-45.0% |
| Admin fee / account holder | $161 | $10,253-98.4% | $7,645-97.9% | $10,133-98.4% |