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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 | $15,650 | $142,392-89.0% | $119,622-86.9% | $134,532-88.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.13% | -12.46%+12.3pp | -14.98%+14.8pp | 418.27%-418.4pp |
| Employer contribution / active EE | $6,293 | $5,224+20.5% | $4,232+48.7% | $4,741+32.7% |
| Participant deferral / active EE | $4,917 | $6,467-24.0% | $5,601-12.2% | $6,401-23.2% |
| Admin fee / account holder | $3 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |