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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 | $9,667 | $107,353-91.0% | $92,903-89.6% | $152,885-93.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 61.97% | 145.62%-83.6pp | 109.43%-47.5pp | 345.39%-283.4pp |
| Employer contribution / active EE | $2,188 | $4,222-48.2% | $3,653-40.1% | $4,763-54.1% |
| Participant deferral / active EE | $4,834 | $4,848-0.3% | $4,238+14.1% | $5,851-17.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |