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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 | $7,239 | $115,796-93.7% | $101,264-92.9% | $158,950-95.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 138.26% | 56.15%+82.1pp | 46.48%+91.8pp | 302.91%-164.7pp |
| Employer contribution / active EE | $2,068 | $4,175-50.5% | $3,660-43.5% | $4,762-56.6% |
| Participant deferral / active EE | $3,274 | $4,958-34.0% | $4,370-25.1% | $5,983-45.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |