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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 | $7,617 | $167,362-95.4% | $143,799-94.7% | $134,532-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.28% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,879 | $5,620-66.6% | $4,952-62.1% | $4,741-60.4% |
| Participant deferral / active EE | $3,582 | $6,447-44.4% | $5,638-36.5% | $6,401-44.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |