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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 | $19,149 | $140,592-86.4% | $123,105-84.4% | $125,389-84.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -2.72% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,201 | $6,041-63.6% | $5,151-57.3% | $4,866-54.8% |
| Participant deferral / active EE | $4,705 | $6,980-32.6% | $6,229-24.5% | $5,352-12.1% |
| Admin fee / account holder | $4 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |