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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 | $17,288 | $142,409-87.9% | $119,634-85.5% | $134,545-87.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.51% | -12.46%+1.0pp | -14.98%+3.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $2,018 | $5,224-61.4% | $4,232-52.3% | $4,742-57.4% |
| Participant deferral / active EE | $2,556 | $6,468-60.5% | $5,601-54.4% | $6,401-60.1% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |