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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 | $3,932 | $112,933-96.5% | $90,970-95.7% | $158,982-97.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.28% | 215.82%-195.5pp | 134.60%-114.3pp | 302.99%-282.7pp |
| Employer contribution / active EE | $1,283 | $2,893-55.7% | $2,122-39.5% | $4,763-73.1% |
| Participant deferral / active EE | $2,503 | $4,128-39.4% | $3,373-25.8% | $5,983-58.2% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |