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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 | $12,620 | $127,386-90.1% | $115,037-89.0% | $125,388-89.9% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | -3.41% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,592 | $6,423-44.1% | $6,026-40.4% | $5,352-32.9% |
| Admin fee / account holder | $194 | $9,516-98.0% | $8,175-97.6% | $9,541-98.0% |