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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 | $15,260 | $140,578-89.1% | $100,671-84.8% | $125,393-87.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.79% | 24.67%-26.5pp | 20.43%-22.2pp | 282.23%-284.0pp |
| Employer contribution / active EE | $1,930 | $5,965-67.7% | $4,012-51.9% | $4,866-60.3% |
| Participant deferral / active EE | $967 | $3,981-75.7% | $3,144-69.3% | $5,351-81.9% |
| Admin fee / account holder | $77 | $6,716-98.9% | $4,850-98.4% | $9,541-99.2% |