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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 | $4,228 | $215,361-98.0% | $171,082-97.5% | $273,972-98.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 3.17% | 25.14%-22.0pp | 32.56%-29.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23 | $10,846-99.8% | $8,520-99.7% | $10,133-99.8% |