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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 | $23,186 | $131,835-82.4% | $108,582-78.6% | $273,972-91.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.55% | -91.57%+105.1pp | -51.70%+65.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $3,335 | $4,913-32.1% | $3,758-11.3% | $4,869-31.5% |
| Participant deferral / active EE | $7,357 | $5,127+43.5% | $4,311+70.7% | $5,287+39.2% |
| Admin fee / account holder | $238 | $10,253-97.7% | $7,645-96.9% | $10,133-97.6% |