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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 | $16,183 | $167,353-90.3% | $143,797-88.7% | $134,545-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $4,851 | $5,620-13.7% | $4,952-2.1% | $4,742+2.3% |
| Participant deferral / active EE | $8,000 | $6,447+24.1% | $5,638+41.9% | $6,401+25.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |