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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 | $5,301 | $182,442-97.1% | $163,379-96.8% | $138,895-96.2% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | 16.79% | 72.74%-55.9pp | 63.41%-46.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $78 | $10,396-99.2% | $9,818-99.2% | $12,562-99.4% |