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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 | $412 | $81,749-99.5% | $58,544-99.3% | $139,456-99.7% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 7.29% | 7425.45%-7418.2pp | 4249.56%-4242.3pp | 373.45%-366.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $34 | $3,272-99.0% | $2,520-98.7% | $11,407-99.7% |