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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 | $4,858 | $154,467-96.9% | $130,270-96.3% | $139,487-96.5% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 17.68% | 30.58%-12.9pp | 38.89%-21.2pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |