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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 | $10,484 | $56,431-81.4% | $130,788-92.0% | $87,485-88.0% |
| Participation rate | 98.6% | 58.9%+39.6pp | 70.1%+28.4pp | 68.9%+29.6pp |
| Annual return | 0.00% | 91.27%-91.3pp | 386.44%-386.4pp | 26.06%-26.1pp |
| Employer contribution / active EE | $10,484 | $1,549+576.8% | $3,558+194.7% | $2,596+303.8% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |