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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 | $20,924 | $168,635-87.6% | $147,617-85.8% | $125,389-83.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.69% | 77.65%-81.3pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $4,043 | $6,252-35.3% | $5,564-27.3% | $4,866-16.9% |
| Participant deferral / active EE | $3,659 | $5,507-33.6% | $4,895-25.3% | $5,352-31.6% |
| Admin fee / account holder | $257 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |