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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 | $6,823 | $817,678-99.2% | $392,568-98.3% | $152,897-95.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.1%-78.1pp | 82.5%-82.5pp |
| Annual return | 15.80% | 22.84%-7.0pp | 24.42%-8.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17 | $12,095-99.9% | $6,260-99.7% | $11,599-99.9% |