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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 | $15,142 | $142,392-89.4% | $119,622-87.3% | $134,532-88.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 6.87% | -12.46%+19.3pp | -14.98%+21.9pp | 418.27%-411.4pp |
| Employer contribution / active EE | $3,124 | $5,224-40.2% | $4,232-26.2% | $4,741-34.1% |
| Participant deferral / active EE | $5,383 | $6,467-16.8% | $5,601-3.9% | $6,401-15.9% |
| Admin fee / account holder | $208 | $13,593-98.5% | $10,328-98.0% | $11,429-98.2% |