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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 | $12,893 | $167,362-92.3% | $143,799-91.0% | $134,532-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,128 | $5,620-44.3% | $4,952-36.8% | $4,741-34.0% |
| Participant deferral / active EE | $5,499 | $6,447-14.7% | $5,638-2.5% | $6,401-14.1% |
| Admin fee / account holder | $99 | $18,094-99.5% | $14,677-99.3% | $11,429-99.1% |