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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 | $12,306 | $131,835-90.7% | $108,582-88.7% | $273,972-95.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 8.12% | -91.57%+99.7pp | -51.70%+59.8pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,380 | $4,913-71.9% | $3,758-63.3% | $4,869-71.7% |
| Participant deferral / active EE | $2,333 | $5,127-54.5% | $4,311-45.9% | $5,287-55.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |