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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 | $118,249 | $263,436-55.1% | $305,030-61.2% | $254,173-53.5% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 6.01% | 288.76%-282.8pp | 380.66%-374.7pp | 259.17%-253.2pp |
| Employer contribution / active EE | $114,579 | $47,316+142.2% | $45,083+154.2% | $41,471+176.3% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $268 | $13,313-98.0% | $12,800-97.9% | $21,502-98.8% |