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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 | $1,142 | $90,607-98.7% | $79,467-98.6% | $135,380-99.2% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -6.70% | 977.74%-984.4pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |