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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 | $15,365 | $167,352-90.8% | $143,788-89.3% | $134,509-88.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -10.42% | 0.47%-10.9pp | -0.03%-10.4pp | 418.13%-428.6pp |
| Employer contribution / active EE | $2,060 | $5,620-63.3% | $4,952-58.4% | $4,741-56.5% |
| Participant deferral / active EE | $3,188 | $6,447-50.5% | $5,638-43.5% | $6,400-50.2% |
| Admin fee / account holder | $92 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |