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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 | $10,819 | $92,219-88.3% | $76,767-85.9% | $135,380-92.0% |
| Participation rate | 93.8% | 79.8%+14.0pp | 77.0%+16.8pp | 82.6%+11.1pp |
| Annual return | -4.45% | 5.46%-9.9pp | 2.43%-6.9pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,794 | $3,216-44.2% | $2,485-27.8% | $4,779-62.5% |
| Participant deferral / active EE | $2,336 | $4,508-48.2% | $3,852-39.4% | $5,609-58.4% |
| Admin fee / account holder | $241 | $10,749-97.8% | $6,675-96.4% | $10,828-97.8% |