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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 | $4,176 | $77,416-94.6% | $69,464-94.0% | $152,897-97.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 60.28% | 39.08%+21.2pp | 28.98%+31.3pp | 345.43%-285.1pp |
| Employer contribution / active EE | $2,127 | $3,315-35.8% | $2,779-23.5% | $4,764-55.3% |
| Participant deferral / active EE | $3,195 | $4,413-27.6% | $3,536-9.7% | $5,851-45.4% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |