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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 | $12,080 | $147,556-91.8% | $129,031-90.6% | $198,609-93.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.49% | 37.41%-24.9pp | 34.67%-22.2pp | 202.70%-190.2pp |
| Employer contribution / active EE | $6,864 | $3,645+88.3% | $3,226+112.8% | $5,055+35.8% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |