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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 | $10,501 | $167,362-93.7% | $143,799-92.7% | $134,532-92.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.56% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $2,202 | $5,620-60.8% | $4,952-55.5% | $4,741-53.6% |
| Participant deferral / active EE | $5,695 | $6,447-11.7% | $5,638+1.0% | $6,401-11.0% |
| Admin fee / account holder | $145 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |