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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 | $18,951 | $152,619-87.6% | $125,195-84.9% | $152,909-87.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.09% | 54.85%-39.8pp | 43.79%-28.7pp | 345.46%-330.4pp |
| Employer contribution / active EE | $3,385 | $4,947-31.6% | $3,866-12.5% | $4,764-29.0% |
| 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% |