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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 | $15,618 | $158,852-90.2% | $121,220-87.1% | $135,379-88.5% |
| Participation rate | 78.6% | 79.3%-0.7pp | 71.8%+6.8pp | 82.6%-4.1pp |
| Annual return | -4.56% | -0.64%-3.9pp | 16.94%-21.5pp | 519.79%-524.4pp |
| Employer contribution / active EE | $795 | $5,666-86.0% | $4,023-80.2% | $4,779-83.4% |
| Participant deferral / active EE | $226 | $4,006-94.4% | $3,345-93.2% | $5,609-96.0% |
| Admin fee / account holder | $198 | $6,515-97.0% | $5,021-96.0% | $10,828-98.2% |