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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 | $17,740 | $167,352-89.4% | $143,788-87.7% | $134,509-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.89% | 0.47%-13.4pp | -0.03%-12.9pp | 418.13%-431.0pp |
| Employer contribution / active EE | $3,696 | $5,620-34.2% | $4,952-25.4% | $4,741-22.0% |
| Participant deferral / active EE | $7,714 | $6,447+19.7% | $5,638+36.8% | $6,400+20.5% |
| Admin fee / account holder | $144 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |