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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 | $14,829 | $168,635-91.2% | $147,617-90.0% | $125,389-88.2% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,831 | $6,252-54.7% | $5,564-49.1% | $4,866-41.8% |
| Participant deferral / active EE | $5,445 | $5,507-1.1% | $4,895+11.2% | $5,352+1.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |