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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 | $15,767 | $168,636-90.7% | $147,618-89.3% | $125,388-87.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -1.16% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,542 | $6,252-43.3% | $5,565-36.3% | $4,866-27.2% |
| Participant deferral / active EE | $3,691 | $5,507-33.0% | $4,895-24.6% | $5,352-31.0% |
| Admin fee / account holder | $228 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |