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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 | $10,658 | $115,903-90.8% | $100,528-89.4% | $158,966-93.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.43% | 34.80%-10.4pp | 30.90%-6.5pp | 302.95%-278.5pp |
| Employer contribution / active EE | $4,800 | $4,105+16.9% | $3,419+40.4% | $4,762+0.8% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |