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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 | $4,001 | $102,663-96.1% | $86,216-95.4% | $139,466-97.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,000 | $3,035+31.8% | $2,382+68.0% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |