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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 | $23,714 | $180,466-86.9% | $154,114-84.6% | $135,382-82.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.30% | 888.15%-896.5pp | 735.16%-743.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,904 | $6,035-68.4% | $5,298-64.1% | $4,779-60.2% |
| Participant deferral / active EE | $4,121 | $5,806-29.0% | $5,081-18.9% | $5,609-26.5% |
| Admin fee / account holder | $75 | $16,144-99.5% | $13,411-99.4% | $10,829-99.3% |