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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 | $12,463 | $167,353-92.6% | $143,797-91.3% | $134,545-90.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.05% | 0.48%-11.5pp | -0.04%-11.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,730 | $5,620-69.2% | $4,952-65.1% | $4,742-63.5% |
| Participant deferral / active EE | $2,821 | $6,447-56.2% | $5,638-50.0% | $6,401-55.9% |
| Admin fee / account holder | $18 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |