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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 | $1,848 | $234,190-99.2% | $180,320-99.0% | $198,609-99.1% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.5%-71.5pp | 82.4%-82.4pp |
| Annual return | 14.82% | 1057.44%-1042.6pp | 778.54%-763.7pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $85 | $12,558-99.3% | $10,000-99.2% | $19,030-99.6% |