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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 | $10,981 | $167,362-93.4% | $143,799-92.4% | $134,532-91.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.99% | 0.47%-7.5pp | -0.04%-6.9pp | 418.27%-425.3pp |
| Employer contribution / active EE | $1,164 | $5,620-79.3% | $4,952-76.5% | $4,741-75.4% |
| Participant deferral / active EE | $2,848 | $6,447-55.8% | $5,638-49.5% | $6,401-55.5% |
| Admin fee / account holder | $23 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |