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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 | $10,753 | $81,870-86.9% | $119,622-91.0% | $68,486-84.3% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | 12.51% | -23.82%+36.3pp | -14.98%+27.5pp | -7.85%+20.4pp |
| Employer contribution / active EE | $2,500 | $2,692-7.1% | $4,232-40.9% | $2,597-3.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $94 | $6,583-98.6% | $10,328-99.1% | $5,404-98.3% |