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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 | $1,643 | $142,392-98.8% | $119,622-98.6% | $134,532-98.8% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $51 | $13,593-99.6% | $10,328-99.5% | $11,429-99.6% |