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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 | $8,865 | $168,635-94.7% | $147,617-94.0% | $125,389-92.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.80% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,859 | $6,252-54.3% | $5,564-48.6% | $4,866-41.2% |
| Participant deferral / active EE | $5,407 | $5,507-1.8% | $4,895+10.5% | $5,352+1.0% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |