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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 | $25,962 | $101,672-74.5% | $147,117-82.4% | $74,478-65.1% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 139.22% | 8757.83%-8618.6pp | 420.54%-281.3pp | 1370.56%-1231.3pp |
| Employer contribution / active EE | $3,398 | $3,813-10.9% | $4,932-31.1% | $2,626+29.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |