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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 | $13,232 | $140,578-90.6% | $100,671-86.9% | $125,389-89.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | -2.95% | 24.67%-27.6pp | 20.43%-23.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,238 | $5,965-79.2% | $4,012-69.1% | $4,866-74.6% |
| Participant deferral / active EE | $3,367 | $3,981-15.4% | $3,144+7.1% | $5,352-37.1% |
| Admin fee / account holder | $98 | $6,716-98.5% | $4,850-98.0% | $9,541-99.0% |