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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 | $29,794 | $168,635-82.3% | $147,617-79.8% | $125,389-76.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.95% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,692 | $6,252-72.9% | $5,564-69.6% | $4,866-65.2% |
| Participant deferral / active EE | $3,291 | $5,507-40.2% | $4,895-32.8% | $5,352-38.5% |
| Admin fee / account holder | $292 | $13,580-97.8% | $11,612-97.5% | $9,541-96.9% |