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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 | $5,051 | $227,597-97.8% | $189,575-97.3% | $167,536-97.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,000 | $5,316-62.4% | $4,412-54.7% | $4,839-58.7% |
| Participant deferral / active EE | $3,000 | $7,002-57.2% | $6,174-51.4% | $6,342-52.7% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |