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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 | $9,602 | $89,370-89.3% | $141,197-93.2% | $72,976-86.8% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 715.18% | 111.88%+603.3pp | 71.41%+643.8pp | 81.02%+634.2pp |
| Employer contribution / active EE | $2,234 | $3,115-28.3% | $4,736-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $2,814 | $5,419-48.1% | $6,710-58.1% | $3,608-22.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |