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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 | $12,478 | $165,939-92.5% | $122,354-89.8% | $147,586-91.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.32% | 34.56%-12.2pp | 30.28%-8.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $3,754 | $5,754-34.8% | $4,051-7.3% | $4,876-23.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24 | $7,425-99.7% | $5,479-99.6% | $10,886-99.8% |