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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 | $150,963 | $224,072-32.6% | $220,428-31.5% | $254,510-40.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 22.35% | 99.73%-77.4pp | 90.60%-68.3pp | 259.13%-236.8pp |
| Employer contribution / active EE | $26,691 | $35,076-23.9% | $32,727-18.4% | $41,469-35.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |