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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 | $12,775 | $167,353-92.4% | $143,797-91.1% | $134,545-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.65% | 0.48%-12.1pp | -0.04%-11.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $2,647 | $5,620-52.9% | $4,952-46.6% | $4,742-44.2% |
| Participant deferral / active EE | $5,432 | $6,447-15.7% | $5,638-3.7% | $6,401-15.1% |
| Admin fee / account holder | $57 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |