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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 | $18,612 | $180,459-89.7% | $154,108-87.9% | $135,380-86.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.91% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,574 | $6,035-73.9% | $5,298-70.3% | $4,779-67.1% |
| Participant deferral / active EE | $2,710 | $5,806-53.3% | $5,081-46.7% | $5,609-51.7% |
| Admin fee / account holder | $157 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |