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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 | $27,106 | $168,636-83.9% | $147,618-81.6% | $125,388-78.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.21% | 77.65%-76.4pp | 61.98%-60.8pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,799 | $5,507+5.3% | $4,895+18.5% | $5,352+8.4% |
| Admin fee / account holder | $101 | $13,580-99.3% | $11,612-99.1% | $9,541-98.9% |