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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 | $1,734 | $109,905-98.4% | $98,506-98.2% | $167,553-99.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 17.80% | 1960.20%-1942.4pp | 1494.92%-1477.1pp | 478.89%-461.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |