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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 | $21,752 | $67,411-67.7% | $91,004-76.1% | $70,126-69.0% |
| Participation rate | 74.6% | 71.4%+3.2pp | 75.6%-1.0pp | 69.5%+5.1pp |
| Annual return | 30.29% | -40.16%+70.5pp | 4.60%+25.7pp | 73.15%-42.9pp |
| Employer contribution / active EE | $571 | $1,786-68.0% | $2,456-76.8% | $2,343-75.6% |
| Participant deferral / active EE | $2,007 | $2,823-28.9% | $3,548-43.4% | $3,332-39.8% |
| Admin fee / account holder | $153 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |