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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 | $15,176 | $172,758-91.2% | $149,600-89.9% | $138,895-89.1% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 79.9%-79.9pp |
| Annual return | 13.00% | 181.17%-168.2pp | 129.59%-116.6pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $31 | $17,615-99.8% | $13,963-99.8% | $12,562-99.8% |