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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 | $12,445 | $87,544-85.8% | $75,784-83.6% | $125,388-90.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.46% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,511 | $3,930-61.6% | $3,323-54.5% | $4,866-69.0% |
| Participant deferral / active EE | $2,353 | $4,229-44.4% | $3,652-35.6% | $5,352-56.0% |
| Admin fee / account holder | $170 | $6,502-97.4% | $5,300-96.8% | $9,541-98.2% |