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 | $374 | $192,829-99.8% | $142,562-99.7% | $139,500-99.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 11.17% | 18.15%-7.0pp | 20.13%-9.0pp | 373.99%-362.8pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,841-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,012-100.0% | $11,410-100.0% |