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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 | $12,922 | $167,522-92.3% | $151,639-91.5% | $134,532-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.67% | 7.81%-18.5pp | 3.34%-14.0pp | 418.27%-428.9pp |
| Employer contribution / active EE | $3,583 | $6,828-47.5% | $6,165-41.9% | $4,741-24.4% |
| Participant deferral / active EE | $4,826 | $8,986-46.3% | $8,363-42.3% | $6,401-24.6% |
| Admin fee / account holder | $15 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |