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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 | $14,868 | $168,635-91.2% | $147,617-89.9% | $125,389-88.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.46% | 77.65%-78.1pp | 61.98%-62.4pp | 282.24%-282.7pp |
| Employer contribution / active EE | $5,125 | $6,252-18.0% | $5,564-7.9% | $4,866+5.3% |
| Participant deferral / active EE | $3,616 | $5,507-34.3% | $4,895-26.1% | $5,352-32.4% |
| Admin fee / account holder | $300 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |