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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 | $10,172 | $150,442-93.2% | $136,295-92.5% | $147,585-93.1% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 15.97% | 1049.09%-1033.1pp | 5155.97%-5140.0pp | 578.56%-562.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $83 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |