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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 | $13,267 | $131,835-89.9% | $108,582-87.8% | $273,972-95.2% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.6%+15.9pp | 83.0%+12.4pp |
| Annual return | 15.95% | -91.57%+107.5pp | -51.70%+67.6pp | 41.46%-25.5pp |
| Employer contribution / active EE | $3,474 | $4,913-29.3% | $3,758-7.6% | $4,869-28.6% |
| Participant deferral / active EE | $4,424 | $5,127-13.7% | $4,311+2.6% | $5,287-16.3% |
| Admin fee / account holder | $153 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |