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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 | $121,124 | $326,582-62.9% | $319,634-62.1% | $254,173-52.3% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 1.21% | 204.13%-202.9pp | 175.18%-174.0pp | 259.17%-258.0pp |
| Employer contribution / active EE | $64,145 | $43,384+47.9% | $38,590+66.2% | $41,471+54.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |