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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 | $7,819 | $100,938-92.3% | $90,461-91.4% | $158,982-95.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.62% | 1727.20%-1713.6pp | 1294.76%-1281.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,036 | $3,691-71.9% | $3,264-68.3% | $4,763-78.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |