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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 | $8,793 | $168,636-94.8% | $147,618-94.0% | $125,388-93.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.03% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,591 | $6,252-74.6% | $5,565-71.4% | $4,866-67.3% |
| Participant deferral / active EE | $4,889 | $5,507-11.2% | $4,895-0.1% | $5,352-8.6% |
| Admin fee / account holder | $240 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |