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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 | $10,505 | $78,694-86.7% | $67,652-84.5% | $125,389-91.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $9,006 | $3,044+195.9% | $2,266+297.5% | $4,866+85.1% |
| Participant deferral / active EE | $3,600 | $4,292-16.1% | $3,560+1.1% | $5,352-32.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |