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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 | $13,622 | $167,362-91.9% | $143,799-90.5% | $134,532-89.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.53% | 0.47%-8.0pp | -0.04%-7.5pp | 418.27%-425.8pp |
| Employer contribution / active EE | $2,610 | $5,620-53.6% | $4,952-47.3% | $4,741-44.9% |
| Participant deferral / active EE | $4,500 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $21 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |