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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 | $861 | $110,551-99.2% | $80,741-98.9% | $167,536-99.5% |
| Participation rate | 0.0% | 64.0%-64.0pp | 54.2%-54.2pp | 82.1%-82.1pp |
| Annual return | 8.03% | 120.57%-112.5pp | 87.30%-79.3pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $38 | $4,547-99.2% | $3,380-98.9% | $12,315-99.7% |