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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 | $15,062 | $116,203-87.0% | $93,621-83.9% | $152,897-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 42.14% | 35.96%+6.2pp | 32.76%+9.4pp | 345.43%-303.3pp |
| Employer contribution / active EE | $3,294 | $3,219+2.3% | $2,719+21.2% | $4,764-30.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |