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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 | $14,028 | $127,387-89.0% | $115,038-87.8% | $125,389-88.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -3.08% | 31.28%-34.4pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,236 | $5,166-56.7% | $4,608-51.5% | $4,866-54.1% |
| Participant deferral / active EE | $3,094 | $6,423-51.8% | $6,026-48.7% | $5,352-42.2% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |