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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 | $2,684 | $102,245-97.4% | $89,340-97.0% | $137,256-98.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 19.93% | 21.89%-2.0pp | 20.57%-0.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |