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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 | $24,882 | $131,835-81.1% | $108,582-77.1% | $273,972-90.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.79% | -91.57%+96.4pp | -51.70%+56.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,389 | $4,913-10.7% | $3,758+16.8% | $4,869-9.8% |
| Participant deferral / active EE | $7,615 | $5,127+48.5% | $4,311+76.7% | $5,287+44.0% |
| Admin fee / account holder | $235 | $10,253-97.7% | $7,645-96.9% | $10,133-97.7% |