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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 | $17,189 | $127,387-86.5% | $115,038-85.1% | $125,389-86.3% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,714 | $5,166-47.5% | $4,608-41.1% | $4,866-44.2% |
| Participant deferral / active EE | $4,567 | $6,423-28.9% | $6,026-24.2% | $5,352-14.7% |
| Admin fee / account holder | $257 | $9,516-97.3% | $8,175-96.9% | $9,541-97.3% |