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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 | $0 | $211,105-100.0% | $178,449-100.0% | $145,978-100.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 30.19%-30.2pp | 27.09%-27.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $16,727 | $4,569+266.1% | $3,951+323.4% | $4,662+258.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |