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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 | $5,906 | $167,352-96.5% | $143,788-95.9% | $134,509-95.6% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -19.51% | 0.47%-20.0pp | -0.03%-19.5pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,666 | $5,620-70.4% | $4,952-66.3% | $4,741-64.9% |
| Participant deferral / active EE | $3,082 | $6,447-52.2% | $5,638-45.3% | $6,400-51.8% |
| Admin fee / account holder | $214 | $18,091-98.8% | $14,675-98.5% | $11,427-98.1% |