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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 | $13,130 | $100,805-87.0% | $86,698-84.9% | $134,532-90.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.46% | 29.09%-43.5pp | 35.95%-50.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,051 | $3,490-12.6% | $2,837+7.5% | $4,741-35.7% |
| Participant deferral / active EE | $5,585 | $5,339+4.6% | $4,656+19.9% | $6,401-12.8% |
| Admin fee / account holder | $12 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |