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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 | $5,173 | $154,365-96.6% | $130,231-96.0% | $139,466-96.3% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 16.02% | 30.53%-14.5pp | 38.86%-22.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,712-100.0% |
| Admin fee / account holder | $56 | $9,214-99.4% | $6,020-99.1% | $11,409-99.5% |