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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 | $108,673-98.7% | $74,713-98.1% | $152,870-99.1% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.4%-82.4pp |
| Annual return | 24.50% | 114.08%-89.6pp | 752.99%-728.5pp | 345.34%-320.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,713-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,904-100.0% | $3,334-100.0% | $11,597-100.0% |