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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 | $16,828 | $142,392-88.2% | $119,622-85.9% | $134,532-87.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -18.42% | -12.46%-6.0pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,799 | $5,224-65.6% | $4,232-57.5% | $4,741-62.1% |
| Participant deferral / active EE | $3,721 | $6,467-42.5% | $5,601-33.6% | $6,401-41.9% |
| Admin fee / account holder | $127 | $13,593-99.1% | $10,328-98.8% | $11,429-98.9% |