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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 | $13,455 | $167,353-92.0% | $143,797-90.6% | $134,545-90.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.48% | 0.48%-20.0pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,901 | $5,620-66.2% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $3,740 | $6,447-42.0% | $5,638-33.7% | $6,401-41.6% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |