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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 | $13,582 | $168,636-91.9% | $147,618-90.8% | $125,388-89.2% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.62% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,542 | $6,252-75.3% | $5,565-72.3% | $4,866-68.3% |
| Participant deferral / active EE | $3,766 | $5,507-31.6% | $4,895-23.1% | $5,352-29.6% |
| Admin fee / account holder | $25 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |