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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 | $11,309 | $112,915-90.0% | $90,965-87.6% | $158,950-92.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.79% | 215.75%-203.0pp | 134.57%-121.8pp | 302.91%-290.1pp |
| Employer contribution / active EE | $2,618 | $2,894-9.5% | $2,122+23.4% | $4,762-45.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |