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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 | $21,675 | $196,972-89.0% | $182,262-88.1% | $198,609-89.1% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 13.65% | 158.27%-144.6pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $90 | $18,429-99.5% | $16,712-99.5% | $19,030-99.5% |