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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 | $9,757 | $124,346-92.2% | $111,306-91.2% | $167,553-94.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,808 | $3,438-18.3% | $2,732+2.8% | $4,840-42.0% |
| Participant deferral / active EE | $6,561 | $5,182+26.6% | $4,488+46.2% | $6,343+3.4% |
| Admin fee / account holder | $117 | $10,623-98.9% | $7,966-98.5% | $12,316-99.1% |