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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 | $9,009 | $103,038-91.3% | $90,324-90.0% | $152,909-94.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 18.51% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $6,177-99.6% | $5,356-99.6% | $11,601-99.8% |