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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 | $13,644 | $180,459-92.4% | $154,108-91.1% | $135,380-89.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.36% | 888.21%-896.6pp | 735.21%-743.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,781 | $6,035-37.3% | $5,298-28.6% | $4,779-20.9% |
| Participant deferral / active EE | $2,667 | $5,806-54.1% | $5,081-47.5% | $5,609-52.5% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |