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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 | $4,600 | $99,652-95.4% | $78,778-94.2% | $147,586-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 47.98% | 47.28%+0.7pp | 35.62%+12.4pp | 578.59%-530.6pp |
| Employer contribution / active EE | $4,404 | $2,796+57.5% | $1,986+121.8% | $4,876-9.7% |
| Participant deferral / active EE | $3,177 | $3,664-13.3% | $2,958+7.4% | $5,439-41.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |