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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 | $27,900 | $144,130-80.6% | $117,861-76.3% | $147,586-81.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,900 | $4,897+20.5% | $3,786+55.8% | $4,876+21.0% |
| Participant deferral / active EE | $22,000 | $5,316+313.8% | $4,482+390.8% | $5,439+304.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |