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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 | $18,069 | $140,592-87.1% | $123,106-85.3% | $125,388-85.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.32% | 16.80%-20.1pp | 13.22%-16.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,459 | $6,041-75.9% | $5,151-71.7% | $4,866-70.0% |
| Participant deferral / active EE | $4,207 | $6,980-39.7% | $6,229-32.5% | $5,352-21.4% |
| Admin fee / account holder | $119 | $11,198-98.9% | $9,015-98.7% | $9,541-98.7% |