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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 | $10,930 | $102,547-89.3% | $78,210-86.0% | $147,586-92.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,930 | $2,617+12.0% | $2,034+44.1% | $4,876-39.9% |
| Participant deferral / active EE | $8,000 | $3,481+129.8% | $2,823+183.4% | $5,439+47.1% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |