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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 | $5,554 | $109,344-94.9% | $89,400-93.8% | $158,950-96.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 47.26% | 345.73%-298.5pp | 245.64%-198.4pp | 302.91%-255.7pp |
| Employer contribution / active EE | $668 | $3,170-78.9% | $2,586-74.2% | $4,762-86.0% |
| Participant deferral / active EE | $1,670 | $4,599-63.7% | $3,890-57.1% | $5,983-72.1% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |