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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 | $16,392 | $168,635-90.3% | $147,617-88.9% | $125,389-86.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.09% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,878 | $6,252-70.0% | $5,564-66.2% | $4,866-61.4% |
| Participant deferral / active EE | $5,226 | $5,507-5.1% | $4,895+6.8% | $5,352-2.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |