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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 | $205,475 | $531,493-61.3% | $404,842-49.2% | $531,493-61.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 98.3%+1.7pp | 86.9%+13.1pp |
| Annual return | 30.05% | 9.82%+20.2pp | 24.27%+5.8pp | 9.82%+20.2pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $16,592-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $0 | $6,107-100.0% | $2,026-100.0% | $6,107-100.0% |
| Admin fee / account holder | $0 | $42,466-100.0% | $5,362-100.0% | $42,466-100.0% |