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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 | $25,839 | $168,636-84.7% | $147,618-82.5% | $125,388-79.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.02% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,670 | $6,252-41.3% | $5,565-34.0% | $4,866-24.6% |
| Participant deferral / active EE | $4,219 | $5,507-23.4% | $4,895-13.8% | $5,352-21.2% |
| Admin fee / account holder | $167 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |