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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 | $17,667 | $167,352-89.4% | $143,788-87.7% | $134,509-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.44% | 0.47%-5.9pp | -0.03%-5.4pp | 418.13%-423.6pp |
| Employer contribution / active EE | $2,215 | $5,620-60.6% | $4,952-55.3% | $4,741-53.3% |
| Participant deferral / active EE | $5,670 | $6,447-12.1% | $5,638+0.6% | $6,400-11.4% |
| Admin fee / account holder | $41 | $18,091-99.8% | $14,675-99.7% | $11,427-99.6% |