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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 | $11,422 | $100,792-88.7% | $86,691-86.8% | $134,509-91.5% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -20.03% | 29.08%-49.1pp | 35.94%-56.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $2,023 | $3,491-42.0% | $2,837-28.7% | $4,741-57.3% |
| Participant deferral / active EE | $2,523 | $5,339-52.7% | $4,656-45.8% | $6,400-60.6% |
| Admin fee / account holder | $62 | $10,924-99.4% | $7,492-99.2% | $11,427-99.5% |