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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 | $3,227 | $57,073-94.3% | $85,126-96.2% | $80,925-96.0% |
| Participation rate | 84.0% | 56.4%+27.6pp | 67.5%+16.5pp | 67.7%+16.3pp |
| Annual return | 914.29% | 21.69%+892.6pp | 66.63%+847.7pp | 35.65%+878.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |