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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 | $10,034 | $83,427-88.0% | $115,756-91.3% | $68,486-85.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 14.78% | -10.95%+25.7pp | 143.14%-128.4pp | -7.85%+22.6pp |
| Employer contribution / active EE | $3,841 | $3,075+24.9% | $3,793+1.3% | $2,597+47.9% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $55 | $5,708-99.0% | $8,124-99.3% | $5,404-99.0% |