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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 | $8,892 | $100,895-91.2% | $90,430-90.2% | $158,950-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 42.87% | 1725.54%-1682.7pp | 1293.73%-1250.9pp | 302.91%-260.0pp |
| Employer contribution / active EE | $2,047 | $3,689-44.5% | $3,262-37.2% | $4,762-57.0% |
| Participant deferral / active EE | $6,124 | $4,347+40.9% | $3,963+54.5% | $5,983+2.4% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |