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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 | $473 | $108,285-99.6% | $77,552-99.4% | $158,982-99.7% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 0.21% | 31.69%-31.5pp | 54.82%-54.6pp | 302.99%-302.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |