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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 | $10,867 | $131,835-91.8% | $108,582-90.0% | $273,972-96.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 9.56% | -91.57%+101.1pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,140 | $4,913+4.6% | $3,758+36.8% | $4,869+5.6% |
| Participant deferral / active EE | $2,275 | $5,127-55.6% | $4,311-47.2% | $5,287-57.0% |
| Admin fee / account holder | $158 | $10,253-98.5% | $7,645-97.9% | $10,133-98.4% |