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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 | $13,132 | $142,409-90.8% | $119,634-89.0% | $134,545-90.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | -12.46%-2.8pp | -14.98%-0.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,705 | $5,224-29.1% | $4,232-12.5% | $4,742-21.9% |
| Participant deferral / active EE | $3,500 | $6,468-45.9% | $5,601-37.5% | $6,401-45.3% |
| Admin fee / account holder | $177 | $13,594-98.7% | $10,329-98.3% | $11,431-98.5% |