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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 | $9,224 | $69,977-86.8% | $108,582-91.5% | $62,881-85.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.92% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,831 | $2,135+79.5% | $3,758+1.9% | $2,281+68.0% |
| Participant deferral / active EE | $3,580 | $3,165+13.1% | $4,311-16.9% | $3,203+11.8% |
| Admin fee / account holder | $288 | $5,076-94.3% | $7,645-96.2% | $4,296-93.3% |