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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 | $103,393 | $263,436-60.8% | $305,030-66.1% | $254,173-59.3% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 9.63% | 288.76%-279.1pp | 380.66%-371.0pp | 259.17%-249.5pp |
| Employer contribution / active EE | $29,333 | $47,316-38.0% | $45,083-34.9% | $41,471-29.3% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |