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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 | $26,415 | $587,889-95.5% | $723,773-96.4% | $587,889-95.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 77.8%+22.2pp | 87.9%+12.1pp |
| Annual return | 9.43% | 19.70%-10.3pp | 3.81%+5.6pp | 19.70%-10.3pp |
| Employer contribution / active EE | $10,000 | $21,263-53.0% | $18,837-46.9% | $21,263-53.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,555-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $13,563-100.0% | $49,457-100.0% |