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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 | $3,027 | $101,063-97.0% | $81,473-96.3% | $147,586-97.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 68.0%-68.0pp | 82.8%-82.8pp |
| Annual return | 22.41% | 32.41%-10.0pp | 38.78%-16.4pp | 578.59%-556.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |