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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 | $11,467 | $167,352-93.1% | $143,788-92.0% | $134,509-91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.50% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,828 | $5,620-67.5% | $4,952-63.1% | $4,741-61.4% |
| Participant deferral / active EE | $3,072 | $6,447-52.3% | $5,638-45.5% | $6,400-52.0% |
| Admin fee / account holder | $135 | $18,091-99.3% | $14,675-99.1% | $11,427-98.8% |