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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 | $7,041 | $142,392-95.1% | $119,622-94.1% | $134,532-94.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 11.96% | -12.46%+24.4pp | -14.98%+26.9pp | 418.27%-406.3pp |
| Employer contribution / active EE | $4,531 | $5,224-13.3% | $4,232+7.1% | $4,741-4.4% |
| Participant deferral / active EE | $2,032 | $6,467-68.6% | $5,601-63.7% | $6,401-68.3% |
| Admin fee / account holder | $19 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |