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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 | $79,350 | $305,846-74.1% | $403,286-80.3% | $305,846-74.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 69.4%+30.6pp | 78.7%+21.3pp |
| Annual return | 9.92% | 15.13%-5.2pp | -14.43%+24.4pp | 15.13%-5.2pp |
| Employer contribution / active EE | $10,000 | $13,736-27.2% | $13,767-27.4% | $13,736-27.2% |
| Participant deferral / active EE | $0 | $7,119-100.0% | $10,458-100.0% | $7,119-100.0% |
| Admin fee / account holder | $0 | $37,539-100.0% | $4,508-100.0% | $37,539-100.0% |