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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 | $15,370 | $167,362-90.8% | $143,799-89.3% | $134,532-88.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | 0.47%-20.5pp | -0.04%-19.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,929 | $5,620-65.7% | $4,952-61.1% | $4,741-59.3% |
| Participant deferral / active EE | $4,719 | $6,447-26.8% | $5,638-16.3% | $6,401-26.3% |
| Admin fee / account holder | $36 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |