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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 | $1,906 | $203,483-99.1% | $152,473-98.8% | $167,536-98.9% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.2%-78.2pp | 82.1%-82.1pp |
| Annual return | 8.47% | 13.80%-5.3pp | 757.59%-749.1pp | 478.82%-470.4pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |