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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 | $16,220 | $95,975-83.1% | $74,552-78.2% | $135,382-88.0% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | 0.13% | 56.96%-56.8pp | 32.53%-32.4pp | 519.77%-519.6pp |
| Employer contribution / active EE | $3,699 | $2,716+36.2% | $1,961+88.6% | $4,779-22.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |