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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 | $17,827 | $131,835-86.5% | $108,582-83.6% | $273,972-93.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.05% | -91.57%+104.6pp | -51.70%+64.8pp | 41.46%-28.4pp |
| Employer contribution / active EE | $2,578 | $4,913-47.5% | $3,758-31.4% | $4,869-47.1% |
| Participant deferral / active EE | $6,672 | $5,127+30.1% | $4,311+54.8% | $5,287+26.2% |
| Admin fee / account holder | $281 | $10,253-97.3% | $7,645-96.3% | $10,133-97.2% |