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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 | $349 | $118,454-99.7% | $98,441-99.6% | $139,427-99.7% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 20.02% | 18.94%+1.1pp | 21.16%-1.1pp | 373.27%-353.3pp |
| Employer contribution / active EE | $0 | $3,610-100.0% | $3,048-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $14,053-100.0% | $8,960-100.0% | $11,404-100.0% |