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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 | $17,350 | $167,362-89.6% | $143,799-87.9% | $134,532-87.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -2.51% | 0.47%-3.0pp | -0.04%-2.5pp | 418.27%-420.8pp |
| Employer contribution / active EE | $2,302 | $5,620-59.0% | $4,952-53.5% | $4,741-51.4% |
| Participant deferral / active EE | $7,810 | $6,447+21.1% | $5,638+38.5% | $6,401+22.0% |
| Admin fee / account holder | $167 | $18,094-99.1% | $14,677-98.9% | $11,429-98.5% |