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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 | $17,746 | $211,946-91.6% | $169,452-89.5% | $135,379-86.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -7.47% | 3.26%-10.7pp | 1.83%-9.3pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,831 | $5,117-64.2% | $4,157-55.9% | $4,779-61.7% |
| Participant deferral / active EE | $1,831 | $6,075-69.9% | $5,277-65.3% | $5,609-67.3% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |