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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 | $17,465 | $131,835-86.8% | $108,582-83.9% | $273,972-93.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 13.65% | -91.57%+105.2pp | -51.70%+65.3pp | 41.46%-27.8pp |
| Employer contribution / active EE | $2,286 | $4,913-53.5% | $3,758-39.2% | $4,869-53.0% |
| Participant deferral / active EE | $4,096 | $5,127-20.1% | $4,311-5.0% | $5,287-22.5% |
| Admin fee / account holder | $77 | $10,253-99.2% | $7,645-99.0% | $10,133-99.2% |