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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 | $5,909 | $105,929-94.4% | $81,716-92.8% | $158,966-96.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 58.85% | 38.19%+20.7pp | 29.49%+29.4pp | 302.95%-244.1pp |
| Employer contribution / active EE | $1,781 | $7,802-77.2% | $4,310-58.7% | $4,762-62.6% |
| Participant deferral / active EE | $2,592 | $13,007-80.1% | $7,108-63.5% | $5,983-56.7% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |