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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 | $558 | $152,394-99.6% | $124,067-99.6% | $155,188-99.6% |
| Participation rate | 0.0% | 68.8%-68.8pp | 66.9%-66.9pp | 80.8%-80.8pp |
| Annual return | 31.18% | 34.93%-3.8pp | 31.06%+0.1pp | 148.84%-117.7pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $6,949-100.0% | $7,351-100.0% | $14,480-100.0% |