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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 | $13,494 | $167,353-91.9% | $143,797-90.6% | $134,545-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.48%-17.8pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $5,005 | $5,620-11.0% | $4,952+1.1% | $4,742+5.6% |
| Participant deferral / active EE | $7,918 | $6,447+22.8% | $5,638+40.4% | $6,401+23.7% |
| Admin fee / account holder | $54 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |