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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 | $12,322 | $86,701-85.8% | $73,309-83.2% | $125,389-90.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 29.06% | 2.78%+26.3pp | 5.67%+23.4pp | 282.24%-253.2pp |
| Employer contribution / active EE | $5,614 | $4,152+35.2% | $3,237+73.4% | $4,866+15.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |