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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 | $16,971 | $160,059-89.4% | $140,019-87.9% | $135,381-87.5% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 1.96% | 911.51%-909.6pp | 651.19%-649.2pp | 519.81%-517.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |