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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 | $6,177 | $167,504-96.3% | $151,628-95.9% | $134,509-95.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.69% | 7.81%-22.5pp | 3.34%-18.0pp | 418.13%-432.8pp |
| Employer contribution / active EE | $3,333 | $6,828-51.2% | $6,165-45.9% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |