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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 | $45,346 | $122,063-62.9% | $184,256-75.4% | $74,478-39.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 44.62% | 19.92%+24.7pp | 28.85%+15.8pp | 1370.56%-1325.9pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $20,899 | $7,144+192.5% | $9,133+128.8% | $4,350+380.4% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |