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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 | $19,410 | $168,635-88.5% | $147,617-86.9% | $125,389-84.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.79% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,618 | $6,252-10.1% | $5,564+1.0% | $4,866+15.5% |
| Participant deferral / active EE | $6,857 | $5,507+24.5% | $4,895+40.1% | $5,352+28.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |