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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 | $19,840 | $168,635-88.2% | $147,617-86.6% | $125,389-84.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.40% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,732 | $6,252-8.3% | $5,564+3.0% | $4,866+17.8% |
| Participant deferral / active EE | $2,501 | $5,507-54.6% | $4,895-48.9% | $5,352-53.3% |
| Admin fee / account holder | $94 | $13,580-99.3% | $11,612-99.2% | $9,541-99.0% |