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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 | $4,387 | $81,632-94.6% | $70,455-93.8% | $158,931-97.2% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 11.41% | 208.48%-197.1pp | 109.06%-97.7pp | 302.86%-291.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $16 | $6,193-99.7% | $3,845-99.6% | $11,247-99.9% |