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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 | $15,074 | $227,633-93.4% | $189,597-92.0% | $167,553-91.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.91% | 78.45%-62.5pp | 64.20%-48.3pp | 478.89%-463.0pp |
| Employer contribution / active EE | $2,472 | $5,317-53.5% | $4,412-44.0% | $4,840-48.9% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |