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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 | $4,815 | $112,933-95.7% | $90,970-94.7% | $158,982-97.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.50% | 215.82%-206.3pp | 134.60%-125.1pp | 302.99%-293.5pp |
| Employer contribution / active EE | $3,184 | $2,893+10.0% | $2,122+50.0% | $4,763-33.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3 | $8,047-100.0% | $5,961-99.9% | $11,252-100.0% |