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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 | $9,358 | $99,031-90.6% | $86,597-89.2% | $147,585-93.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 31.17% | 1312.56%-1281.4pp | 964.96%-933.8pp | 578.57%-547.4pp |
| Employer contribution / active EE | $568 | $3,132-81.9% | $2,840-80.0% | $4,876-88.4% |
| Participant deferral / active EE | $6,105 | $3,972+53.7% | $3,609+69.2% | $5,439+12.3% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |