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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 | $21,917 | $167,522-86.9% | $151,639-85.5% | $134,532-83.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.83% | 7.81%-22.6pp | 3.34%-18.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $2,448 | $6,828-64.1% | $6,165-60.3% | $4,741-48.4% |
| Participant deferral / active EE | $8,712 | $8,986-3.1% | $8,363+4.2% | $6,401+36.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |