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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 | $8,899 | $100,805-91.2% | $86,698-89.7% | $134,532-93.4% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -17.51% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,923 | $3,490-44.9% | $2,837-32.2% | $4,741-59.4% |
| Participant deferral / active EE | $2,038 | $5,339-61.8% | $4,656-56.2% | $6,401-68.2% |
| Admin fee / account holder | $295 | $10,925-97.3% | $7,493-96.1% | $11,429-97.4% |