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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 | $22,799 | $71,873-68.3% | $86,698-73.7% | $68,490-66.7% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -17.34% | 3.54%-20.9pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,802 | $2,173+121.0% | $2,837+69.3% | $2,597+84.9% |
| Participant deferral / active EE | $3,953 | $3,779+4.6% | $4,656-15.1% | $4,028-1.9% |
| Admin fee / account holder | $147 | $6,110-97.6% | $7,492-98.0% | $5,403-97.3% |