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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 | $741 | $225,673-99.7% | $203,872-99.6% | $155,188-99.5% |
| Participation rate | 0.0% | 80.3%-80.3pp | 77.8%-77.8pp | 80.8%-80.8pp |
| Annual return | 8.02% | 95.91%-87.9pp | 85.11%-77.1pp | 148.84%-140.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $50 | $12,327-99.6% | $11,730-99.6% | $14,480-99.7% |