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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 | $9,074 | $97,020-90.6% | $83,327-89.1% | $135,380-93.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.40% | 12.31%-21.7pp | 10.64%-20.0pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,884 | $4,144-30.4% | $3,379-14.6% | $4,779-39.6% |
| Participant deferral / active EE | $2,144 | $5,964-64.1% | $5,565-61.5% | $5,609-61.8% |
| Admin fee / account holder | $272 | $8,426-96.8% | $7,540-96.4% | $10,828-97.5% |