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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 | $608 | $173,397-99.6% | $135,987-99.6% | $145,978-99.6% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.4%-76.4pp | 80.3%-80.3pp |
| Annual return | 14.22% | 1165.22%-1151.0pp | 579.77%-565.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |