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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 | $1,307 | $175,212-99.3% | $149,682-99.1% | $139,427-99.1% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 11.05% | 166.63%-155.6pp | 134.35%-123.3pp | 373.27%-362.2pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,404-99.9% |