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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 | $79,260 | $474,312-83.3% | $577,088-86.3% | $428,746-81.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 89.2%+10.8pp | 88.2%+11.8pp |
| Annual return | 10.87% | -9.06%+19.9pp | -8.71%+19.6pp | 331.92%-321.1pp |
| Employer contribution / active EE | $0 | $8,025-100.0% | $7,764-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,454-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $32,457-100.0% | $34,566-100.0% | $31,735-100.0% |