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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 | $1,250 | $884,045-99.9% | $453,569-99.7% | $167,518-99.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.43%-64.4pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,250 | $5,538-77.4% | $4,072-69.3% | $4,838-74.2% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,211-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,312-100.0% |