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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 | $57,204 | $185,887-69.2% | $179,823-68.2% | $330,599-82.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 42.1%+57.9pp | 43.7%+56.3pp |
| Annual return | 4.11% | 174.20%-170.1pp | 148.78%-144.7pp | 13.05%-8.9pp |
| Employer contribution / active EE | $28,224 | $30,844-8.5% | $26,858+5.1% | $37,664-25.1% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $9 | $1,660-99.5% | $1,660-99.5% | $31,365-100.0% |