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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 | $9,482 | $95,416-90.1% | $185,818-94.9% | $85,854-89.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.06%-108.9pp | 318.56%-305.4pp |
| Employer contribution / active EE | $2,241 | $3,314-32.4% | $5,168-56.6% | $2,565-12.6% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,239-100.0% | $6,260-99.9% |