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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 | $14,640 | $167,352-91.3% | $143,788-89.8% | $134,509-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.81% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,824 | $5,620-67.5% | $4,952-63.2% | $4,741-61.5% |
| Participant deferral / active EE | $3,282 | $6,447-49.1% | $5,638-41.8% | $6,400-48.7% |
| Admin fee / account holder | $108 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |