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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 | $16,352 | $127,387-87.2% | $115,038-85.8% | $125,389-87.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.30% | 31.28%-34.6pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,049 | $5,166-60.3% | $4,608-55.5% | $4,866-57.9% |
| Participant deferral / active EE | $3,493 | $6,423-45.6% | $6,026-42.0% | $5,352-34.7% |
| Admin fee / account holder | $125 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |