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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 | $8,207 | $168,635-95.1% | $147,617-94.4% | $125,389-93.5% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -1.91% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,310 | $6,252-79.0% | $5,564-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $2,821 | $5,507-48.8% | $4,895-42.4% | $5,352-47.3% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |