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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 | $18,050 | $81,870-78.0% | $119,622-84.9% | $68,486-73.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.12% | -23.82%+5.7pp | -14.98%-3.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,459 | $2,692+65.6% | $4,232+5.3% | $2,597+71.7% |
| Participant deferral / active EE | $2,766 | $4,148-33.3% | $5,601-50.6% | $4,028-31.3% |
| Admin fee / account holder | $143 | $6,583-97.8% | $10,328-98.6% | $5,404-97.3% |