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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 | $15,968 | $147,167-89.1% | $111,392-85.7% | $135,380-88.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 78.9%-78.9pp | 82.6%-82.6pp |
| Annual return | -0.86% | -4.44%+3.6pp | -2.06%+1.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $63 | $20,270-99.7% | $12,266-99.5% | $10,828-99.4% |