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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 | $19,154 | $113,941-83.2% | $94,229-79.7% | $125,389-84.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.06% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,928 | $4,727-38.1% | $3,587-18.4% | $4,866-39.8% |
| Participant deferral / active EE | $2,316 | $5,179-55.3% | $4,320-46.4% | $5,352-56.7% |
| Admin fee / account holder | $39 | $8,392-99.5% | $6,269-99.4% | $9,541-99.6% |