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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 | $10,793 | $73,546-85.3% | $63,018-82.9% | $147,586-92.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 19.55% | 175.56%-156.0pp | 87.62%-68.1pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $5,956-99.7% | $3,601-99.4% | $10,886-99.8% |