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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 | $200,318 | $523,242-61.7% | $482,648-58.5% | $352,355-43.1% |
| Participation rate | 0.0% | 100.0%-100.0pp | 96.8%-96.8pp | 89.9%-89.9pp |
| Annual return | 0.00% | -20.76%+20.8pp | -20.55%+20.6pp | 910.77%-910.8pp |
| Employer contribution / active EE | $0 | $9,451-100.0% | $9,004-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $18,777-100.0% | $17,473-100.0% | $32,261-100.0% |