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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 | $16,496 | $167,522-90.2% | $151,639-89.1% | $134,532-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.59% | 7.81%-8.4pp | 3.34%-3.9pp | 418.27%-418.9pp |
| Employer contribution / active EE | $3,237 | $6,828-52.6% | $6,165-47.5% | $4,741-31.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32 | $13,780-99.8% | $11,613-99.7% | $11,429-99.7% |