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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 | $9,393 | $176,077-94.7% | $159,455-94.1% | $167,518-94.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,219 | $5,298-58.1% | $4,830-54.1% | $4,838-54.1% |
| Participant deferral / active EE | $4,742 | $7,751-38.8% | $7,353-35.5% | $6,342-25.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |