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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 | $27,219 | $168,636-83.9% | $147,618-81.6% | $125,388-78.3% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -2.66% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,743 | $6,252-56.1% | $5,565-50.7% | $4,866-43.6% |
| Participant deferral / active EE | $4,904 | $5,507-10.9% | $4,895+0.2% | $5,352-8.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |