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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 | $6,040 | $114,130-94.7% | $96,192-93.7% | $167,553-96.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 233.70% | 190.07%+43.6pp | 192.09%+41.6pp | 478.89%-245.2pp |
| Employer contribution / active EE | $1,297 | $3,431-62.2% | $2,799-53.7% | $4,840-73.2% |
| Participant deferral / active EE | $2,030 | $5,198-60.9% | $4,351-53.3% | $6,343-68.0% |
| Admin fee / account holder | $1 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |