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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 | $11,357 | $129,737-91.2% | $119,126-90.5% | $154,746-92.7% |
| Participation rate | 72.2% | 78.9%-6.6pp | 75.8%-3.5pp | 80.7%-8.5pp |
| Annual return | 10.14% | 379.08%-368.9pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $98 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |