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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 | $2,116 | $77,908-97.3% | $149,696-98.6% | $75,173-97.2% |
| Participation rate | 91.2% | 65.6%+25.6pp | 78.8%+12.4pp | 67.2%+24.0pp |
| Annual return | 52.46% | 31.73%+20.7pp | 134.46%-82.0pp | 160.72%-108.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,660 | $3,411-51.3% | $5,682-70.8% | $4,126-59.8% |
| Admin fee / account holder | $23 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |