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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 | $7,602 | $103,038-92.6% | $90,324-91.6% | $152,909-95.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 57.89% | 95.25%-37.4pp | 78.15%-20.3pp | 345.46%-287.6pp |
| Employer contribution / active EE | $2,533 | $3,141-19.3% | $2,856-11.3% | $4,764-46.8% |
| Participant deferral / active EE | $2,829 | $4,282-33.9% | $3,885-27.2% | $5,851-51.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |