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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 | $13,822 | $167,353-91.7% | $143,797-90.4% | $134,545-89.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -11.94% | 0.48%-12.4pp | -0.04%-11.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $4,521 | $5,620-19.6% | $4,952-8.7% | $4,742-4.6% |
| Participant deferral / active EE | $9,046 | $6,447+40.3% | $5,638+60.4% | $6,401+41.3% |
| Admin fee / account holder | $97 | $18,096-99.5% | $14,679-99.3% | $11,431-99.2% |