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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 | $15,087 | $167,362-91.0% | $143,799-89.5% | $134,532-88.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.33% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,083 | $5,620-45.1% | $4,952-37.7% | $4,741-35.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |