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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 | $16,660 | $167,353-90.0% | $143,797-88.4% | $134,545-87.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -10.98% | 0.48%-11.5pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $3,800 | $5,620-32.4% | $4,952-23.3% | $4,742-19.8% |
| Participant deferral / active EE | $2,949 | $6,447-54.3% | $5,638-47.7% | $6,401-53.9% |
| Admin fee / account holder | $138 | $18,096-99.2% | $14,679-99.1% | $11,431-98.8% |