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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 | $5,816 | $227,399-97.4% | $189,758-96.9% | $198,609-97.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.81% | 61.03%-57.2pp | 52.62%-48.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $3,226 | $5,526-41.6% | $4,767-32.3% | $5,055-36.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |