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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 | $19,385 | $211,946-90.9% | $169,452-88.6% | $135,380-85.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.19% | 3.26%-10.5pp | 1.83%-9.0pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,012 | $5,117-41.1% | $4,157-27.5% | $4,779-37.0% |
| Participant deferral / active EE | $2,000 | $6,075-67.1% | $5,277-62.1% | $5,609-64.3% |
| Admin fee / account holder | $9 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |