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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 | $12,276 | $157,829-92.2% | $136,867-91.0% | $198,609-93.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 51.25%-51.2pp | 42.97%-43.0pp | 202.70%-202.7pp |
| Employer contribution / active EE | $2,261 | $3,923-42.3% | $3,547-36.2% | $5,055-55.3% |
| Participant deferral / active EE | $9,800 | $5,463+79.4% | $4,924+99.0% | $6,977+40.5% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |