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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 | $22,533 | $86,949-74.1% | $102,460-78.0% | $80,959-72.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 92.13% | 18.89%+73.2pp | 29.47%+62.7pp | 35.67%+56.5pp |
| Employer contribution / active EE | $2,215 | $2,370-6.5% | $3,025-26.8% | $2,757-19.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |