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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 | $16,850 | $167,362-89.9% | $143,799-88.3% | $134,532-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.80% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,148 | $5,620-61.8% | $4,952-56.6% | $4,741-54.7% |
| Participant deferral / active EE | $6,262 | $6,447-2.9% | $5,638+11.1% | $6,401-2.2% |
| Admin fee / account holder | $11 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |