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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 | $7,715 | $99,031-92.2% | $86,597-91.1% | $147,585-94.8% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 18.31% | 1312.56%-1294.3pp | 964.96%-946.7pp | 578.57%-560.3pp |
| Employer contribution / active EE | $1,263 | $3,132-59.7% | $2,840-55.5% | $4,876-74.1% |
| Participant deferral / active EE | $1,725 | $3,972-56.6% | $3,609-52.2% | $5,439-68.3% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |