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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 | $15,588 | $107,363-85.5% | $92,909-83.2% | $152,897-89.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 275.81% | 145.63%+130.2pp | 109.44%+166.4pp | 345.43%-69.6pp |
| Employer contribution / active EE | $1,854 | $4,222-56.1% | $3,653-49.3% | $4,764-61.1% |
| Participant deferral / active EE | $3,813 | $4,848-21.3% | $4,238-10.0% | $5,851-34.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |