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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 | $12,690 | $167,352-92.4% | $143,788-91.2% | $134,509-90.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -12.86% | 0.47%-13.3pp | -0.03%-12.8pp | 418.13%-431.0pp |
| Employer contribution / active EE | $2,146 | $5,620-61.8% | $4,952-56.7% | $4,741-54.7% |
| Participant deferral / active EE | $3,474 | $6,447-46.1% | $5,638-38.4% | $6,400-45.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |