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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 | $12,899 | $167,362-92.3% | $143,799-91.0% | $134,532-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.94% | 0.47%-13.4pp | -0.04%-12.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,059 | $5,620-45.6% | $4,952-38.2% | $4,741-35.5% |
| Participant deferral / active EE | $10,923 | $6,447+69.4% | $5,638+93.7% | $6,401+70.7% |
| Admin fee / account holder | $2 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |