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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 | $13,639 | $167,362-91.9% | $143,799-90.5% | $134,532-89.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.84% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $6,772 | $5,620+20.5% | $4,952+36.7% | $4,741+42.8% |
| Participant deferral / active EE | $6,375 | $6,447-1.1% | $5,638+13.1% | $6,401-0.4% |
| Admin fee / account holder | $274 | $18,094-98.5% | $14,677-98.1% | $11,429-97.6% |