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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 | $9,836 | $154,365-93.6% | $130,231-92.4% | $139,456-92.9% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 12.31% | 30.34%-18.0pp | 38.77%-26.5pp | 373.45%-361.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15 | $9,214-99.8% | $6,020-99.8% | $11,407-99.9% |