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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 | $14,005 | $211,946-93.4% | $169,452-91.7% | $135,379-89.7% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.3pp | 519.79%-528.3pp |
| Employer contribution / active EE | $10,456 | $5,117+104.3% | $4,157+151.5% | $4,779+118.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $51 | $11,472-99.6% | $9,110-99.4% | $10,828-99.5% |