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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 | $8,146 | $167,362-95.1% | $143,799-94.3% | $134,532-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.42% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,326 | $5,620-23.0% | $4,952-12.6% | $4,741-8.8% |
| Participant deferral / active EE | $2,298 | $6,447-64.4% | $5,638-59.2% | $6,401-64.1% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |