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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 | $14,959 | $167,362-91.1% | $143,799-89.6% | $134,532-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.85% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,452 | $5,620-74.2% | $4,952-70.7% | $4,741-69.4% |
| Participant deferral / active EE | $5,658 | $6,447-12.2% | $5,638+0.4% | $6,401-11.6% |
| Admin fee / account holder | $111 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |