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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 | $8,787 | $100,911-91.3% | $90,440-90.3% | $158,966-94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $5,000 | $3,690+35.5% | $3,263+53.2% | $4,762+5.0% |
| Participant deferral / active EE | $3,380 | $4,348-22.3% | $3,964-14.7% | $5,983-43.5% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |