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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 | $156,963-95.2% | $121,204-93.7% | $139,466-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.04% | 1476.75%-1450.7pp | 987.18%-961.1pp | 373.66%-347.6pp |
| Employer contribution / active EE | $2,453 | $5,544-55.7% | $4,170-41.2% | $4,754-48.4% |
| Participant deferral / active EE | $3,158 | $4,848-34.9% | $4,083-22.7% | $6,712-53.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |