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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 | $11,385 | $87,540-87.0% | $75,781-85.0% | $125,392-90.9% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -2.34% | 13.48%-15.8pp | 9.68%-12.0pp | 282.23%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,351-100.0% |
| Admin fee / account holder | $41 | $6,502-99.4% | $5,299-99.2% | $9,541-99.6% |