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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 | $20,544 | $113,941-82.0% | $94,229-78.2% | $125,389-83.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.33% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,865 | $4,727+2.9% | $3,587+35.6% | $4,8660% |
| Participant deferral / active EE | $6,167 | $5,179+19.1% | $4,320+42.7% | $5,352+15.2% |
| Admin fee / account holder | $19 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |