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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 | $8,056 | $75,832-89.4% | $147,617-94.5% | $59,633-86.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 80.42% | 0.37%+80.0pp | 61.98%+18.4pp | 2041.45%-1961.0pp |
| Employer contribution / active EE | $4,249 | $3,485+21.9% | $5,564-23.6% | $2,203+92.9% |
| Participant deferral / active EE | $1,755 | $3,131-44.0% | $4,895-64.2% | $3,192-45.0% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |