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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 | $26,596 | $168,635-84.2% | $147,617-82.0% | $125,389-78.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.03% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,311 | $6,252-47.0% | $5,564-40.5% | $4,866-32.0% |
| Participant deferral / active EE | $8,024 | $5,507+45.7% | $4,895+63.9% | $5,352+49.9% |
| Admin fee / account holder | $89 | $13,580-99.3% | $11,612-99.2% | $9,541-99.1% |