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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 | $16,933 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,490 | $5,620-73.5% | $4,952-69.9% | $4,742-68.6% |
| Participant deferral / active EE | $6,644 | $6,447+3.1% | $5,638+17.8% | $6,401+3.8% |
| Admin fee / account holder | $35 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |