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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 | $1,424 | $108,701-98.7% | $74,723-98.1% | $152,909-99.1% |
| Participation rate | 0.0% | 65.4%-65.4pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 24.50% | 114.12%-89.6pp | 753.18%-728.7pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |