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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 | $9,861 | $99,875-90.1% | $146,866-93.3% | $86,983-88.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 318.55% | 28.10%+290.5pp | 102.85%+215.7pp | 25.83%+292.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $108 | $7,838-98.6% | $13,620-99.2% | $7,856-98.6% |