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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 | $10,228 | $167,352-93.9% | $143,788-92.9% | $134,509-92.4% |
| Participation rate | 86.4% | 84.8%+1.5pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -18.79% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $3,075 | $5,620-45.3% | $4,952-37.9% | $4,741-35.1% |
| Participant deferral / active EE | $5,161 | $6,447-19.9% | $5,638-8.5% | $6,400-19.4% |
| Admin fee / account holder | $10 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |