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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 | $4,684 | $68,681-93.2% | $86,615-94.6% | $85,847-94.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 71.6%+8.4pp | 69.3%+10.7pp |
| Annual return | 138.40% | 20.12%+118.3pp | 63.51%+74.9pp | 318.61%-180.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |