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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 | $20,600 | $131,835-84.4% | $108,582-81.0% | $273,972-92.5% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 4.01% | -91.57%+95.6pp | -51.70%+55.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,493 | $4,913-49.2% | $3,758-33.7% | $4,869-48.8% |
| Participant deferral / active EE | $3,127 | $5,127-39.0% | $4,311-27.5% | $5,287-40.9% |
| Admin fee / account holder | $26 | $10,253-99.7% | $7,645-99.7% | $10,133-99.7% |