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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 | $6,879 | $99,011-93.1% | $86,582-92.1% | $147,586-95.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.63% | 1312.75%-1290.1pp | 965.08%-942.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,491 | $3,132-52.4% | $2,839-47.5% | $4,876-69.4% |
| Participant deferral / active EE | $6,619 | $3,972+66.6% | $3,609+83.4% | $5,439+21.7% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |