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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 | $12,563 | $115,917-89.2% | $100,535-87.5% | $158,982-92.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.38% | 34.80%-22.4pp | 30.90%-18.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $6,127 | $4,105+49.3% | $3,419+79.2% | $4,763+28.6% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |