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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 | $9,753 | $168,635-94.2% | $147,617-93.4% | $125,389-92.2% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -1.34% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,119 | $6,252-50.1% | $5,564-43.9% | $4,866-35.9% |
| Participant deferral / active EE | $4,350 | $5,507-21.0% | $4,895-11.1% | $5,352-18.7% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |