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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 | $7,089 | $104,937-93.2% | $84,628-91.6% | $152,897-95.4% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 50.36% | 373.88%-323.5pp | 258.80%-208.4pp | 345.43%-295.1pp |
| Employer contribution / active EE | $1,938 | $3,303-41.3% | $2,653-27.0% | $4,764-59.3% |
| Participant deferral / active EE | $5,655 | $4,690+20.6% | $3,900+45.0% | $5,851-3.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |