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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 | $8,603 | $115,911-92.6% | $100,530-91.4% | $158,950-94.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 302.35% | 34.80%+267.5pp | 30.89%+271.5pp | 302.91%-0.6pp |
| Employer contribution / active EE | $2,287 | $4,104-44.3% | $3,418-33.1% | $4,762-52.0% |
| Participant deferral / active EE | $4,646 | $6,676-30.4% | $6,271-25.9% | $5,983-22.3% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |