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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 | $6,139 | $99,079-93.8% | $78,002-92.1% | $273,972-97.8% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.5%+18.6pp | 83.0%+11.1pp |
| Annual return | 11.49% | 217.93%-206.4pp | 425.99%-414.5pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,860 | $3,308-13.5% | $2,470+15.8% | $4,869-41.3% |
| Participant deferral / active EE | $1,420 | $4,306-67.0% | $3,497-59.4% | $5,287-73.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |