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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 | $9,181 | $112,933-91.9% | $90,970-89.9% | $158,982-94.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 64.05% | 215.82%-151.8pp | 134.60%-70.5pp | 302.99%-238.9pp |
| Employer contribution / active EE | $2,578 | $2,893-10.9% | $2,122+21.5% | $4,763-45.9% |
| Participant deferral / active EE | $5,522 | $4,128+33.8% | $3,373+63.7% | $5,983-7.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |