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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 | $17,892 | $167,353-89.3% | $143,797-87.6% | $134,545-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.28% | 0.48%-14.8pp | -0.04%-14.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $1,867 | $5,620-66.8% | $4,952-62.3% | $4,742-60.6% |
| Participant deferral / active EE | $4,663 | $6,447-27.7% | $5,638-17.3% | $6,401-27.2% |
| Admin fee / account holder | $76 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |