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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 | $3,804 | $105,960-96.4% | $81,726-95.3% | $158,982-97.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 132.72% | 38.19%+94.5pp | 29.49%+103.2pp | 302.99%-170.3pp |
| Employer contribution / active EE | $1,564 | $7,805-80.0% | $4,311-63.7% | $4,763-67.2% |
| Participant deferral / active EE | $1,106 | $13,011-91.5% | $7,108-84.4% | $5,983-81.5% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |