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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 | $25,390 | $131,835-80.7% | $108,582-76.6% | $273,972-90.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.32% | -91.57%+101.9pp | -51.70%+62.0pp | 41.46%-31.1pp |
| Employer contribution / active EE | $6,160 | $4,913+25.4% | $3,758+63.9% | $4,869+26.5% |
| Participant deferral / active EE | $2,972 | $5,127-42.0% | $4,311-31.1% | $5,287-43.8% |
| Admin fee / account holder | $242 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |