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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 | $13,202 | $131,835-90.0% | $108,582-87.8% | $273,972-95.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 35.65% | -91.57%+127.2pp | -51.70%+87.3pp | 41.46%-5.8pp |
| Employer contribution / active EE | $1,058 | $4,913-78.5% | $3,758-71.8% | $4,869-78.3% |
| Participant deferral / active EE | $5,793 | $5,127+13.0% | $4,311+34.4% | $5,287+9.6% |
| Admin fee / account holder | $26 | $10,253-99.8% | $7,645-99.7% | $10,133-99.7% |