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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 | $6,135 | $176,402-96.5% | $134,162-95.4% | $158,982-96.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 46.45% | 63.66%-17.2pp | 36.35%+10.1pp | 302.99%-256.5pp |
| Employer contribution / active EE | $1,728 | $5,042-65.7% | $3,705-53.4% | $4,763-63.7% |
| Participant deferral / active EE | $1,820 | $4,093-55.5% | $3,500-48.0% | $5,983-69.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |