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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 | $124,927 | $224,072-44.2% | $220,428-43.3% | $254,173-50.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 10.78% | 99.74%-89.0pp | 90.61%-79.8pp | 259.17%-248.4pp |
| Employer contribution / active EE | $9,429 | $35,080-73.1% | $32,730-71.2% | $41,471-77.3% |
| 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% |