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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 | $9,329 | $152,619-93.9% | $125,195-92.5% | $152,909-93.9% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 11.66% | 54.85%-43.2pp | 43.79%-32.1pp | 345.46%-333.8pp |
| Employer contribution / active EE | $2,255 | $4,947-54.4% | $3,866-41.7% | $4,764-52.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |