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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 | $19,884 | $77,817-74.4% | $123,553-83.9% | $64,173-69.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.58% | 12.49%-16.1pp | 119.21%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,970 | $3,014-1.5% | $4,628-35.8% | $2,381+24.7% |
| Participant deferral / active EE | $4,987 | $5,240-4.8% | $6,426-22.4% | $3,470+43.7% |
| Admin fee / account holder | $223 | $5,519-96.0% | $9,284-97.6% | $4,887-95.4% |