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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 | $7,194 | $110,212-93.5% | $96,534-92.5% | $139,466-94.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 55.11% | 26.42%+28.7pp | 25.88%+29.2pp | 373.66%-318.6pp |
| Employer contribution / active EE | $1,170 | $3,620-67.7% | $2,965-60.5% | $4,754-75.4% |
| Participant deferral / active EE | $3,913 | $5,547-29.5% | $4,851-19.3% | $6,712-41.7% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |