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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 | $14,226 | $167,323-91.5% | $143,770-90.1% | $134,493-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | 0.47%-20.1pp | -0.04%-19.6pp | 418.01%-437.6pp |
| Employer contribution / active EE | $1,519 | $5,619-73.0% | $4,951-69.3% | $4,740-68.0% |
| Participant deferral / active EE | $4,000 | $6,446-37.9% | $5,638-29.0% | $6,400-37.5% |
| Admin fee / account holder | $60 | $18,088-99.7% | $14,673-99.6% | $11,425-99.5% |