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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 | $12,293 | $157,829-92.2% | $136,867-91.0% | $198,609-93.8% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 11.78% | 51.25%-39.5pp | 42.97%-31.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,448 | $3,923-37.6% | $3,547-31.0% | $5,055-51.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |