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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 | $5,287 | $162,967-96.8% | $135,792-96.1% | $138,895-96.2% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.6%-72.6pp | 79.9%-79.9pp |
| Annual return | 39.05% | 30.08%+9.0pp | 25.96%+13.1pp | 145.39%-106.3pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $89 | $15,306-99.4% | $12,266-99.3% | $12,562-99.3% |