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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 | $10,924 | $91,911-88.1% | $68,612-84.1% | $135,380-91.9% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 18.49% | -8.22%+26.7pp | -4.63%+23.1pp | 519.81%-501.3pp |
| Employer contribution / active EE | $5,000 | $3,924+27.4% | $2,625+90.5% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |