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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 | $7,674 | $114,073-93.3% | $96,161-92.0% | $167,518-95.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.03% | 189.95%-174.9pp | 192.01%-177.0pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,673 | $3,428-51.2% | $2,798-40.2% | $4,838-65.4% |
| Participant deferral / active EE | $5,977 | $5,195+15.0% | $4,349+37.4% | $6,342-5.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |