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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 | $9,699 | $167,352-94.2% | $143,788-93.3% | $134,509-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.18% | 0.47%-8.7pp | -0.03%-8.1pp | 418.13%-426.3pp |
| Employer contribution / active EE | $4,401 | $5,620-21.7% | $4,952-11.1% | $4,741-7.2% |
| Participant deferral / active EE | $5,052 | $6,447-21.6% | $5,638-10.4% | $6,400-21.1% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |