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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 | $9,280 | $131,835-93.0% | $108,582-91.5% | $273,972-96.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.94% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,972 | $4,913-59.9% | $3,758-47.5% | $4,869-59.5% |
| Participant deferral / active EE | $2,477 | $5,127-51.7% | $4,311-42.5% | $5,287-53.1% |
| Admin fee / account holder | $217 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |