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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 | $27,495 | $224,072-87.7% | $220,428-87.5% | $254,173-89.2% |
| Participation rate | 88.9% | 49.1%+39.8pp | 43.5%+45.4pp | 43.0%+45.9pp |
| Annual return | 13.44% | 99.74%-86.3pp | 90.61%-77.2pp | 259.17%-245.7pp |
| Employer contribution / active EE | $10,778 | $35,080-69.3% | $32,730-67.1% | $41,471-74.0% |
| 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% |