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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 | $6,227 | $112,935-94.5% | $90,970-93.2% | $158,966-96.1% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 218.36% | 215.79%+2.6pp | 134.58%+83.8pp | 302.95%-84.6pp |
| Employer contribution / active EE | $627 | $2,895-78.3% | $2,122-70.4% | $4,762-86.8% |
| Participant deferral / active EE | $3,956 | $4,129-4.2% | $3,373+17.3% | $5,983-33.9% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |