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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 | $6,319 | $167,362-96.2% | $143,799-95.6% | $134,532-95.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $6,071 | $5,620+8.0% | $4,952+22.6% | $4,741+28.0% |
| Participant deferral / active EE | $3,050 | $6,447-52.7% | $5,638-45.9% | $6,401-52.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |