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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 | $283 | $139,948-99.8% | $121,663-99.8% | $154,746-99.8% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 9.06% | 230.52%-221.5pp | 147.54%-138.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |