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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 | $17,056 | $142,409-88.0% | $119,634-85.7% | $134,545-87.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.85% | -12.46%-4.4pp | -14.98%-1.9pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,351 | $5,224-16.7% | $4,232+2.8% | $4,742-8.2% |
| Participant deferral / active EE | $7,702 | $6,468+19.1% | $5,601+37.5% | $6,401+20.3% |
| Admin fee / account holder | $15 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |