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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 | $9,384 | $165,381-94.3% | $149,730-93.7% | $158,966-94.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.85% | 348.29%-308.4pp | 276.70%-236.8pp | 302.95%-263.1pp |
| Employer contribution / active EE | $1,207 | $5,104-76.4% | $4,645-74.0% | $4,762-74.7% |
| Participant deferral / active EE | $3,403 | $7,182-52.6% | $6,843-50.3% | $5,983-43.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |