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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 | $14,619 | $158,852-90.8% | $121,220-87.9% | $135,380-89.2% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | 9.91% | -0.64%+10.5pp | 16.94%-7.0pp | 519.81%-509.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |