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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 | $26,069 | $180,462-85.6% | $154,111-83.1% | $135,379-80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.74% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $4,687 | $6,036-22.3% | $5,298-11.5% | $4,779-1.9% |
| Participant deferral / active EE | $2,713 | $5,806-53.3% | $5,081-46.6% | $5,609-51.6% |
| Admin fee / account holder | $199 | $16,145-98.8% | $13,411-98.5% | $10,828-98.2% |