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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 | $1,620 | $175,646-99.1% | $129,118-98.7% | $134,545-98.8% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.2%-77.2pp | 81.2%-81.2pp |
| Annual return | -15.00% | -11.39%-3.6pp | -10.94%-4.1pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,431-100.0% |