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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 | $17,173 | $167,353-89.7% | $143,797-88.1% | $134,545-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.52% | 0.48%-17.0pp | -0.04%-16.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,090 | $5,620+8.4% | $4,952+23.0% | $4,742+28.4% |
| Participant deferral / active EE | $2,760 | $6,447-57.2% | $5,638-51.0% | $6,401-56.9% |
| Admin fee / account holder | $133 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |