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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 | $8,456 | $71,878-88.2% | $86,698-90.2% | $68,486-87.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.05% | 3.53%-13.6pp | 35.95%-46.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $2,112 | $2,173-2.8% | $2,837-25.5% | $2,597-18.7% |
| Participant deferral / active EE | $2,405 | $3,779-36.4% | $4,656-48.4% | $4,028-40.3% |
| Admin fee / account holder | $83 | $6,113-98.6% | $7,493-98.9% | $5,404-98.5% |