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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 | $7 | $95,959-100.0% | $97,411-100.0% | $138,895-100.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 16.67% | 29.30%-12.6pp | 34.72%-18.0pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |