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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 | $13,021 | $52,911-75.4% | $73,309-82.2% | $59,633-78.2% |
| Participation rate | 80.9% | 68.2%+12.6pp | 74.9%+5.9pp | 68.7%+12.2pp |
| Annual return | 58.15% | 12.20%+45.9pp | 5.67%+52.5pp | 2041.45%-1983.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,752 | $4,069+90.5% | $4,991+55.3% | $3,192+142.9% |
| Admin fee / account holder | $28 | $3,835-99.3% | $5,635-99.5% | $4,297-99.4% |