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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 | $17,307 | $167,362-89.7% | $143,799-88.0% | $134,532-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.28% | 0.47%-11.8pp | -0.04%-11.2pp | 418.27%-429.5pp |
| Employer contribution / active EE | $3,874 | $5,620-31.1% | $4,952-21.8% | $4,741-18.3% |
| Participant deferral / active EE | $7,526 | $6,447+16.7% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $45 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |