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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 | $16,450 | $110,083-85.1% | $151,645-89.2% | $68,490-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.73% | -10.12%-5.6pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,789 | $4,470+96.6% | $6,165+42.6% | $2,597+238.5% |
| Participant deferral / active EE | $5,441 | $6,526-16.6% | $8,363-34.9% | $4,028+35.1% |
| Admin fee / account holder | $31 | $7,718-99.6% | $11,614-99.7% | $5,403-99.4% |