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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 | $11,854 | $180,459-93.4% | $154,108-92.3% | $135,380-91.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -3.31% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,991 | $6,035-67.0% | $5,298-62.4% | $4,779-58.3% |
| Participant deferral / active EE | $5,212 | $5,806-10.2% | $5,081+2.6% | $5,609-7.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |