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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 | $14,894 | $167,362-91.1% | $143,799-89.6% | $134,532-88.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -3.36% | 0.47%-3.8pp | -0.04%-3.3pp | 418.27%-421.6pp |
| Employer contribution / active EE | $2,115 | $5,620-62.4% | $4,952-57.3% | $4,741-55.4% |
| Participant deferral / active EE | $4,828 | $6,447-25.1% | $5,638-14.4% | $6,401-24.6% |
| Admin fee / account holder | $176 | $18,094-99.0% | $14,677-98.8% | $11,429-98.5% |