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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 | $7,145 | $99,011-92.8% | $86,582-91.7% | $147,586-95.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 32.02% | 1312.75%-1280.7pp | 965.08%-933.1pp | 578.59%-546.6pp |
| Employer contribution / active EE | $1,621 | $3,132-48.3% | $2,839-42.9% | $4,876-66.8% |
| Participant deferral / active EE | $2,263 | $3,972-43.0% | $3,609-37.3% | $5,439-58.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |