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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 | $23,814 | $81,870-70.9% | $119,622-80.1% | $68,486-65.2% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -17.76% | -23.82%+6.1pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,192 | $2,692+92.9% | $4,232+22.7% | $2,597+99.9% |
| Participant deferral / active EE | $2,139 | $4,148-48.4% | $5,601-61.8% | $4,028-46.9% |
| Admin fee / account holder | $237 | $6,583-96.4% | $10,328-97.7% | $5,404-95.6% |