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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 | $9,313 | $88,707-89.5% | $74,184-87.4% | $273,972-96.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 281.67% | 11.94%+269.7pp | 17.74%+263.9pp | 41.46%+240.2pp |
| Employer contribution / active EE | $6,100 | $3,159+93.1% | $2,370+157.4% | $4,869+25.3% |
| Participant deferral / active EE | $2,773 | $4,212-34.2% | $3,550-21.9% | $5,287-47.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |