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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 | $9,166 | $167,362-94.5% | $143,799-93.6% | $134,532-93.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -15.99% | 0.47%-16.5pp | -0.04%-15.9pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,820 | $5,620-67.6% | $4,952-63.3% | $4,741-61.6% |
| Participant deferral / active EE | $3,642 | $6,447-43.5% | $5,638-35.4% | $6,401-43.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |