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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 | $1,276 | $70,121-98.2% | $63,803-98.0% | $138,895-99.1% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 31.38% | 946.48%-915.1pp | 543.72%-512.3pp | 145.39%-114.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4 | $6,738-99.9% | $5,196-99.9% | $12,562-100.0% |