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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 | $87,898 | $224,072-60.8% | $220,428-60.1% | $254,173-65.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 16.26% | 99.74%-83.5pp | 90.61%-74.4pp | 259.17%-242.9pp |
| Employer contribution / active EE | $38,333 | $35,080+9.3% | $32,730+17.1% | $41,471-7.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $9 | $13,610-99.9% | $12,805-99.9% | $21,502-100.0% |