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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 | $9,728 | $128,324-92.4% | $115,507-91.6% | $237,064-95.9% |
| Participation rate | 0.0% | 52.7%-52.7pp | 42.8%-42.8pp | 45.6%-45.6pp |
| Annual return | 9.72% | 3.98%+5.7pp | 4.07%+5.7pp | 4.16%+5.6pp |
| Employer contribution / active EE | $0 | $53,200-100.0% | $45,149-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $90-100.0% | $92-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |