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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 | $5,472 | $167,533-96.7% | $151,645-96.4% | $134,545-95.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.81%-26.6pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,910 | $6,828-57.4% | $6,165-52.8% | $4,742-38.6% |
| Participant deferral / active EE | $3,918 | $8,985-56.4% | $8,363-53.1% | $6,401-38.8% |
| Admin fee / account holder | $93 | $13,781-99.3% | $11,614-99.2% | $11,431-99.2% |