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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 | $2,090 | $104,924-98.0% | $84,623-97.5% | $152,885-98.6% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 37.90% | 373.82%-335.9pp | 258.77%-220.9pp | 345.39%-307.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $6,242-99.9% | $4,913-99.9% | $11,598-99.9% |