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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 | $9,570 | $127,386-92.5% | $115,037-91.7% | $125,388-92.4% |
| Participation rate | 73.9% | 84.2%-10.2pp | 81.4%-7.5pp | 83.2%-9.3pp |
| Annual return | -0.08% | 31.28%-31.4pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,607 | $5,166-49.5% | $4,608-43.4% | $4,866-46.4% |
| Participant deferral / active EE | $4,499 | $6,423-29.9% | $6,026-25.3% | $5,352-15.9% |
| Admin fee / account holder | $195 | $9,516-98.0% | $8,175-97.6% | $9,541-98.0% |