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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 | $6,506 | $176,794-96.3% | $146,647-95.6% | $167,553-96.1% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 15.05% | 24.04%-9.0pp | 22.75%-7.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $72 | $13,262-99.5% | $10,281-99.3% | $12,316-99.4% |