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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 | $790 | $95,580-99.2% | $76,872-99.0% | $139,466-99.4% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 19.70% | 55.00%-35.3pp | 37.90%-18.2pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |