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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 | $15,202 | $142,392-89.3% | $119,622-87.3% | $134,532-88.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.29% | -12.46%+5.2pp | -14.98%+7.7pp | 418.27%-425.6pp |
| Employer contribution / active EE | $1,515 | $5,224-71.0% | $4,232-64.2% | $4,741-68.0% |
| Participant deferral / active EE | $10,596 | $6,467+63.8% | $5,601+89.2% | $6,401+65.5% |
| Admin fee / account holder | $243 | $13,593-98.2% | $10,328-97.6% | $11,429-97.9% |