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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 | $18,648 | $99,994-81.4% | $146,643-87.3% | $85,847-78.3% |
| Participation rate | 97.8% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.5pp |
| Annual return | 60.80% | 18.93%+41.9pp | 22.75%+38.1pp | 318.61%-257.8pp |
| Employer contribution / active EE | $9,732 | $2,559+280.3% | $4,137+135.3% | $2,565+279.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,280-100.0% | $6,261-100.0% |