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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 | $8,825 | $90,617-90.3% | $79,476-88.9% | $135,382-93.5% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -5.54% | 977.57%-983.1pp | 718.21%-723.8pp | 519.77%-525.3pp |
| 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 | $25 | $5,907-99.6% | $5,113-99.5% | $10,829-99.8% |