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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 | $11,269 | $127,387-91.2% | $115,038-90.2% | $125,389-91.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.28% | 31.28%-34.6pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $4,704 | $5,166-8.9% | $4,608+2.1% | $4,866-3.3% |
| Participant deferral / active EE | $9,409 | $6,423+46.5% | $6,026+56.1% | $5,352+75.8% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |