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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 | $7,314 | $84,741-91.4% | $75,731-90.3% | $167,553-95.6% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.8%+17.5pp | 82.1%+10.2pp |
| Annual return | 32.36% | 199.72%-167.4pp | 104.65%-72.3pp | 478.89%-446.5pp |
| Employer contribution / active EE | $1,282 | $3,230-60.3% | $2,743-53.3% | $4,840-73.5% |
| Participant deferral / active EE | $3,286 | $4,577-28.2% | $3,820-14.0% | $6,343-48.2% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |