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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 | $21,756 | $131,835-83.5% | $108,582-80.0% | $273,972-92.1% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 7.64% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,563 | $4,913-68.2% | $3,758-58.4% | $4,869-67.9% |
| Participant deferral / active EE | $5,384 | $5,127+5.0% | $4,311+24.9% | $5,287+1.8% |
| Admin fee / account holder | $236 | $10,253-97.7% | $7,645-96.9% | $10,133-97.7% |