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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 | $30,000 | $152,460-80.3% | $118,746-74.7% | $147,586-79.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $6,000 | $5,046+18.9% | $4,193+43.1% | $4,876+23.0% |
| Participant deferral / active EE | $24,000 | $6,212+286.3% | $5,332+350.1% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |