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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 | $6,554 | $587,889-98.9% | $159,156-95.9% | $587,889-98.9% |
| Participation rate | 0.0% | 87.9%-87.9pp | 85.0%-85.0pp | 87.9%-87.9pp |
| Annual return | 4.19% | 19.70%-15.5pp | 10.03%-5.8pp | 19.70%-15.5pp |
| Employer contribution / active EE | $0 | $21,263-100.0% | $11,593-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,578-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $122,144-100.0% | $49,457-100.0% |