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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 | $20,000 | $468,795-95.7% | $86,549-76.9% | $468,795-95.7% |
| Participation rate | 100.0% | 85.1%+14.9pp | 98.2%+1.8pp | 85.1%+14.9pp |
| Annual return | 0.00% | 39.95%-40.0pp | 10.89%-10.9pp | 39.95%-40.0pp |
| Employer contribution / active EE | $10,000 | $28,085-64.4% | $13,821-27.6% | $28,085-64.4% |
| Participant deferral / active EE | $10,000 | $10,110-1.1% | $10,0000% | $10,110-1.1% |
| Admin fee / account holder | $0 | $8,110-100.0% | $25-100.0% | $8,110-100.0% |