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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 | $10,878 | $97,729-88.9% | $83,830-87.0% | $135,379-92.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,072 | $4,222-50.9% | $3,631-42.9% | $4,779-56.6% |
| Participant deferral / active EE | $9,269 | $4,683+97.9% | $4,082+127.1% | $5,609+65.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |