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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 | $8,771 | $108,911-91.9% | $100,392-91.3% | $145,884-94.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 58.23%-44.2pp | 49.45%-35.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $714 | $4,420-83.8% | $3,941-81.9% | $4,662-84.7% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |