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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 | $9,824 | $127,273-92.3% | $109,895-91.1% | $167,518-94.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,763 | $3,324-16.9% | $2,843-2.8% | $4,838-42.9% |
| Participant deferral / active EE | $7,696 | $4,515+70.4% | $4,049+90.1% | $6,342+21.3% |
| Admin fee / account holder | $14 | $7,117-99.8% | $6,067-99.8% | $12,312-99.9% |