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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 | $67 | $65,555-99.9% | $86,216-99.9% | $75,173-99.9% |
| Participation rate | 93.9% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.7pp |
| Annual return | 19.33% | 46.07%-26.7pp | 1169.42%-1150.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |