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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 | $11,384 | $102,638-88.9% | $81,991-86.1% | $158,966-92.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $11,411 | $3,241+252.1% | $2,498+356.7% | $4,762+139.6% |
| Participant deferral / active EE | $2,820 | $4,649-39.4% | $3,722-24.3% | $5,983-52.9% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |