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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 | $14,218 | $158,852-91.0% | $121,220-88.3% | $135,379-89.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 71.8%+22.7pp | 82.6%+11.8pp |
| Annual return | -4.20% | -0.64%-3.6pp | 16.94%-21.1pp | 519.79%-524.0pp |
| Employer contribution / active EE | $3,159 | $5,666-44.3% | $4,023-21.5% | $4,779-33.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $281 | $6,515-95.7% | $5,021-94.4% | $10,828-97.4% |