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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 | $13,970 | $167,353-91.7% | $143,797-90.3% | $134,545-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.41% | 0.48%-14.9pp | -0.04%-14.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $7,057 | $5,620+25.6% | $4,952+42.5% | $4,742+48.8% |
| Participant deferral / active EE | $13,549 | $6,447+110.2% | $5,638+140.3% | $6,401+111.7% |
| Admin fee / account holder | $31 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |