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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 | $275 | $133,981-99.8% | $112,249-99.8% | $134,532-99.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | 0.92% | 47.16%-46.2pp | 27.48%-26.6pp | 418.27%-417.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |