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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 | $18,666 | $142,361-86.9% | $119,608-84.4% | $134,509-86.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | -12.46%-3.7pp | -14.98%-1.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $3,423 | $5,224-34.5% | $4,232-19.1% | $4,741-27.8% |
| Participant deferral / active EE | $4,556 | $6,468-29.6% | $5,601-18.7% | $6,400-28.8% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |