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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 | $2,055 | $175,646-98.8% | $129,118-98.4% | $134,532-98.5% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.2%-77.2pp | 81.2%-81.2pp |
| Annual return | -3.07% | -11.39%+8.3pp | -10.94%+7.9pp | 418.27%-421.3pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $65 | $23,578-99.7% | $14,305-99.5% | $11,429-99.4% |