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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 | $7,670 | $111,878-93.1% | $93,727-91.8% | $145,897-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.30% | 204.28%-192.0pp | 133.83%-121.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,056 | $3,092-1.2% | $2,421+26.2% | $4,663-34.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35 | $10,256-99.7% | $8,292-99.6% | $13,390-99.7% |