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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 | $9,743 | $102,696-90.5% | $86,235-88.7% | $139,487-93.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 22.39% | 1925.91%-1903.5pp | 1170.03%-1147.6pp | 373.84%-351.5pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |