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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 | $101,499-74.4% | $147,005-82.3% | $74,546-65.2% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 139.22% | 8732.34%-8593.1pp | 418.76%-279.5pp | 1366.03%-1226.8pp |
| Employer contribution / active EE | $3,398 | $3,811-10.8% | $4,934-31.1% | $2,624+29.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |