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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 | $9,128 | $103,393-91.2% | $87,103-89.5% | $152,909-94.0% |
| Participation rate | 81.3% | 79.4%+1.9pp | 76.9%+4.4pp | 82.5%-1.2pp |
| Annual return | 1087.45% | 28.10%+1059.3pp | 28.19%+1059.3pp | 345.46%+742.0pp |
| Employer contribution / active EE | $1,632 | $3,221-49.3% | $2,521-35.3% | $4,764-65.7% |
| Participant deferral / active EE | $5,063 | $4,778+6.0% | $4,049+25.1% | $5,851-13.5% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |