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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 | $18,157 | $142,358-87.2% | $119,615-84.8% | $134,493-86.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $4,931 | $5,223-5.6% | $4,232+16.5% | $4,740+4.0% |
| Participant deferral / active EE | $13,473 | $6,470+108.2% | $5,602+140.5% | $6,400+110.5% |
| Admin fee / account holder | $0 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |