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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 | $12,008 | $99,031-87.9% | $86,597-86.1% | $147,585-91.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 31.37% | 1312.56%-1281.2pp | 964.96%-933.6pp | 578.57%-547.2pp |
| Employer contribution / active EE | $1,069 | $3,132-65.9% | $2,840-62.4% | $4,876-78.1% |
| Participant deferral / active EE | $5,148 | $3,972+29.6% | $3,609+42.7% | $5,439-5.3% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |