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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 | $14,172 | $224,072-93.7% | $220,428-93.6% | $254,510-94.4% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 17.30% | 99.74%-82.4pp | 90.61%-73.3pp | 259.14%-241.8pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $207 | $13,610-98.5% | $12,805-98.4% | $21,546-99.0% |