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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 | $8,252 | $106,905-92.3% | $84,020-90.2% | $152,885-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 13.65% | 105.00%-91.3pp | 71.31%-57.7pp | 345.39%-331.7pp |
| Employer contribution / active EE | $2,957 | $2,735+8.1% | $1,984+49.1% | $4,763-37.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |