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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 | $16,143 | $167,533-90.4% | $151,645-89.4% | $134,545-88.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -18.94% | 7.81%-26.8pp | 3.34%-22.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,627 | $6,828-61.5% | $6,165-57.4% | $4,742-44.6% |
| Participant deferral / active EE | $5,309 | $8,985-40.9% | $8,363-36.5% | $6,401-17.1% |
| Admin fee / account holder | $268 | $13,781-98.1% | $11,614-97.7% | $11,431-97.7% |