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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 | $9,043 | $83,337-89.1% | $67,834-86.7% | $273,972-96.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 32.53% | 259.45%-226.9pp | 138.47%-105.9pp | 41.46%-8.9pp |
| Employer contribution / active EE | $2,236 | $3,287-32.0% | $2,403-7.0% | $4,869-54.1% |
| Participant deferral / active EE | $5,335 | $4,088+30.5% | $3,160+68.8% | $5,287+0.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |