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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 | $6,250 | $305,846-98.0% | $103,000-93.9% | $305,846-98.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 100.0%0pp | 78.7%+21.3pp |
| Annual return | 0.00% | 15.13%-15.1pp | 22.96%-23.0pp | 15.13%-15.1pp |
| Employer contribution / active EE | $3,750 | $13,736-72.7% | $6,102-38.5% | $13,736-72.7% |
| Participant deferral / active EE | $0 | $7,119-100.0% | $4,172-100.0% | $7,119-100.0% |
| Admin fee / account holder | $0 | $37,539-100.0% | $185-100.0% | $37,539-100.0% |