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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 | $5,945 | $115,814-94.9% | $101,275-94.1% | $158,982-96.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $845 | $4,176-79.8% | $3,660-76.9% | $4,763-82.3% |
| Participant deferral / active EE | $5,197 | $4,958+4.8% | $4,371+18.9% | $5,983-13.1% |
| Admin fee / account holder | $22 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |