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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 | $10,092 | $99,032-89.8% | $80,022-87.4% | $135,380-92.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 85.43% | 15.39%+70.0pp | 11.22%+74.2pp | 519.81%-434.4pp |
| Employer contribution / active EE | $813 | $3,043-73.3% | $2,468-67.1% | $4,779-83.0% |
| Participant deferral / active EE | $4,252 | $4,282-0.7% | $3,686+15.3% | $5,609-24.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |