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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 | $14,736 | $167,362-91.2% | $143,799-89.8% | $134,532-89.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.32% | 0.47%-8.8pp | -0.04%-8.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $4,560 | $5,620-18.9% | $4,952-7.9% | $4,741-3.8% |
| Participant deferral / active EE | $5,982 | $6,447-7.2% | $5,638+6.1% | $6,401-6.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |