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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 | $5,930 | $112,933-94.7% | $90,970-93.5% | $158,982-96.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.88% | 215.82%-199.9pp | 134.60%-118.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $948 | $2,893-67.2% | $2,122-55.3% | $4,763-80.1% |
| Participant deferral / active EE | $1,490 | $4,128-63.9% | $3,373-55.8% | $5,983-75.1% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |