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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 | $537 | $108,685-99.5% | $74,719-99.3% | $152,885-99.6% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 21.63% | 114.09%-92.5pp | 753.05%-731.4pp | 345.39%-323.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $4,905-99.6% | $3,334-99.4% | $11,598-99.8% |