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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 | $17,619 | $167,362-89.5% | $143,799-87.7% | $134,532-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 0.47%-16.8pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,991 | $5,620-64.6% | $4,952-59.8% | $4,741-58.0% |
| Participant deferral / active EE | $2,468 | $6,447-61.7% | $5,638-56.2% | $6,401-61.4% |
| Admin fee / account holder | $34 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |