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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 | $10,981 | $106,008-89.6% | $92,240-88.1% | $147,586-92.6% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 34.37% | 50.05%-15.7pp | 176.29%-141.9pp | 578.59%-544.2pp |
| Employer contribution / active EE | $1,600 | $4,333-63.1% | $3,680-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $4,203 | $4,478-6.1% | $3,897+7.9% | $5,439-22.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |