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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 | $28,738 | $168,635-83.0% | $147,617-80.5% | $125,389-77.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.48% | 77.65%-79.1pp | 61.98%-63.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,693 | $6,252-72.9% | $5,564-69.6% | $4,866-65.2% |
| Participant deferral / active EE | $4,454 | $5,507-19.1% | $4,895-9.0% | $5,352-16.8% |
| Admin fee / account holder | $147 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |