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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 | $9,065 | $177,595-94.9% | $148,496-93.9% | $198,609-95.4% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 20.32% | 9.97%+10.4pp | 12.33%+8.0pp | 202.70%-182.4pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $55 | $27,010-99.8% | $19,547-99.7% | $19,030-99.7% |