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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 | $24,419 | $131,835-81.5% | $108,582-77.5% | $273,972-91.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.32% | -91.57%+107.9pp | -51.70%+68.0pp | 41.46%-25.1pp |
| Employer contribution / active EE | $1,652 | $4,913-66.4% | $3,758-56.0% | $4,869-66.1% |
| Participant deferral / active EE | $4,175 | $5,127-18.6% | $4,311-3.1% | $5,287-21.0% |
| Admin fee / account holder | $214 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |