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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 | $19,249 | $131,835-85.4% | $108,582-82.3% | $273,972-93.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,545 | $4,913-48.2% | $3,758-32.3% | $4,869-47.7% |
| Participant deferral / active EE | $10,693 | $5,127+108.5% | $4,311+148.0% | $5,287+102.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |