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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 | $18,762 | $167,533-88.8% | $151,645-87.6% | $134,545-86.1% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.88% | 7.81%-24.7pp | 3.34%-20.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,441 | $6,828-49.6% | $6,165-44.2% | $4,742-27.4% |
| Participant deferral / active EE | $4,606 | $8,985-48.7% | $8,363-44.9% | $6,401-28.0% |
| Admin fee / account holder | $235 | $13,781-98.3% | $11,614-98.0% | $11,431-97.9% |