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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 | $3,453 | $104,953-96.7% | $84,637-95.9% | $152,909-97.7% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 24.08% | 373.94%-349.9pp | 258.82%-234.7pp | 345.46%-321.4pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |