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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 | $18,013 | $142,409-87.4% | $119,634-84.9% | $134,545-86.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.80% | -12.46%-1.3pp | -14.98%+1.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $7,049 | $5,224+34.9% | $4,232+66.5% | $4,742+48.7% |
| Participant deferral / active EE | $3,375 | $6,468-47.8% | $5,601-39.7% | $6,401-47.3% |
| Admin fee / account holder | $242 | $13,594-98.2% | $10,329-97.7% | $11,431-97.9% |