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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 | $12,262 | $131,835-90.7% | $108,582-88.7% | $273,972-95.5% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 12.58% | -91.57%+104.2pp | -51.70%+64.3pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,239 | $4,913-54.4% | $3,758-40.4% | $4,869-54.0% |
| Participant deferral / active EE | $3,955 | $5,127-22.9% | $4,311-8.3% | $5,287-25.2% |
| Admin fee / account holder | $193 | $10,253-98.1% | $7,645-97.5% | $10,133-98.1% |