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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 | $47,667 | $224,072-78.7% | $220,428-78.4% | $254,173-81.2% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 14.37% | 99.74%-85.4pp | 90.61%-76.2pp | 259.17%-244.8pp |
| Employer contribution / active EE | $20,000 | $35,080-43.0% | $32,730-38.9% | $41,471-51.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |