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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 | $20,943 | $168,635-87.6% | $147,617-85.8% | $125,389-83.3% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.48% | 77.65%-78.1pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $6,141 | $6,252-1.8% | $5,564+10.4% | $4,866+26.2% |
| Participant deferral / active EE | $5,391 | $5,507-2.1% | $4,895+10.1% | $5,352+0.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |