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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 | $18,590 | $131,835-85.9% | $108,582-82.9% | $273,972-93.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.92% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $5,834 | $4,913+18.7% | $3,758+55.2% | $4,869+19.8% |
| Participant deferral / active EE | $3,397 | $5,127-33.7% | $4,311-21.2% | $5,287-35.7% |
| Admin fee / account holder | $131 | $10,253-98.7% | $7,645-98.3% | $10,133-98.7% |