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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 | $14,709 | $167,362-91.2% | $143,799-89.8% | $134,532-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.65% | 0.47%-10.1pp | -0.04%-9.6pp | 418.27%-427.9pp |
| Employer contribution / active EE | $7,028 | $5,620+25.0% | $4,952+41.9% | $4,741+48.2% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |