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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 | $12,237 | $112,915-89.2% | $90,965-86.5% | $158,950-92.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 27.35% | 215.75%-188.4pp | 134.57%-107.2pp | 302.91%-275.6pp |
| Employer contribution / active EE | $8,333 | $2,894+188.0% | $2,122+292.7% | $4,762+75.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |