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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 | $2,012 | $104,106-98.1% | $71,086-97.2% | $135,379-98.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,000 | $1,485-32.7% | $1,088-8.1% | $4,779-79.1% |
| Participant deferral / active EE | $1,000 | $2,527-60.4% | $1,874-46.6% | $5,609-82.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |