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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 | $9,050 | $127,387-92.9% | $115,038-92.1% | $125,389-92.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.72% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,895 | $5,166-63.3% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $2,346 | $6,423-63.5% | $6,026-61.1% | $5,352-56.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |