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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 | $27,489 | $177,353-84.5% | $158,226-82.6% | $198,609-86.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 599.50%-599.5pp | 501.41%-501.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $6,500 | $3,239+100.7% | $2,986+117.7% | $5,055+28.6% |
| Participant deferral / active EE | $2,240 | $4,615-51.5% | $4,317-48.1% | $6,977-67.9% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |