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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 | $7,138 | $131,835-94.6% | $108,582-93.4% | $273,972-97.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 7.15% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,814 | $4,913-63.1% | $3,758-51.7% | $4,869-62.7% |
| Participant deferral / active EE | $2,649 | $5,127-48.3% | $4,311-38.5% | $5,287-49.9% |
| Admin fee / account holder | $297 | $10,253-97.1% | $7,645-96.1% | $10,133-97.1% |