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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 | $227,811 | $484,799-53.0% | $114,230+99.4% | $484,799-53.0% |
| Participation rate | 100.0% | 91.1%+8.9pp | 62.5%+37.5pp | 91.1%+8.9pp |
| Annual return | 10.54% | 5.95%+4.6pp | 15.66%-5.1pp | 5.95%+4.6pp |
| Employer contribution / active EE | $6,724 | $27,493-75.5% | $8,491-20.8% | $27,493-75.5% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,121-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $297-100.0% | $18,209-100.0% |