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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 | $110,930 | $295,923-62.5% | $239,403-53.7% | $382,429-71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 11.29% | 1.75%+9.5pp | 3.34%+7.9pp | 248.85%-237.6pp |
| Employer contribution / active EE | $0 | $5,859-100.0% | $4,656-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $26,025-100.0% | $21,121-100.0% | $30,732-100.0% |