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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 | $22,813 | $167,522-86.4% | $151,639-85.0% | $134,532-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.07% | 7.81%-27.9pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,778 | $6,828-74.0% | $6,165-71.2% | $4,741-62.5% |
| Participant deferral / active EE | $3,978 | $8,986-55.7% | $8,363-52.4% | $6,401-37.9% |
| Admin fee / account holder | $263 | $13,780-98.1% | $11,613-97.7% | $11,429-97.7% |