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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 | $10,761 | $124,425-91.4% | $112,040-90.4% | $137,256-92.2% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 13.78% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |