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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 | $11,911 | $95,979-87.6% | $74,551-84.0% | $135,380-91.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,776 | $2,716+149.5% | $1,961+245.5% | $4,779+41.8% |
| Participant deferral / active EE | $13,543 | $3,844+252.3% | $3,108+335.7% | $5,609+141.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |