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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 | $19,024 | $92,219-79.4% | $76,768-75.2% | $135,379-85.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.50% | 5.46%-12.0pp | 2.43%-8.9pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,002 | $3,216-37.7% | $2,485-19.4% | $4,779-58.1% |
| Participant deferral / active EE | $5,590 | $4,508+24.0% | $3,852+45.1% | $5,609-0.3% |
| Admin fee / account holder | $14 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |