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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 | $11,521 | $167,352-93.1% | $143,788-92.0% | $134,509-91.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.14% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $2,468 | $5,620-56.1% | $4,952-50.2% | $4,741-47.9% |
| Participant deferral / active EE | $5,125 | $6,447-20.5% | $5,638-9.1% | $6,400-19.9% |
| Admin fee / account holder | $73 | $18,091-99.6% | $14,675-99.5% | $11,427-99.4% |