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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 | $13,336 | $87,544-84.8% | $75,784-82.4% | $125,388-89.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.48% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,226 | $3,930-68.8% | $3,323-63.1% | $4,866-74.8% |
| Participant deferral / active EE | $6,959 | $4,229+64.5% | $3,652+90.6% | $5,352+30.0% |
| Admin fee / account holder | $14 | $6,502-99.8% | $5,300-99.7% | $9,541-99.9% |