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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 | $19,329 | $180,459-89.3% | $154,108-87.5% | $135,380-85.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.36% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $6,651 | $6,035+10.2% | $5,298+25.6% | $4,779+39.2% |
| Participant deferral / active EE | $8,039 | $5,806+38.4% | $5,081+58.2% | $5,609+43.3% |
| Admin fee / account holder | $33 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |