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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 | $8,341 | $107,363-92.2% | $92,909-91.0% | $152,897-94.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,200 | $4,222-71.6% | $3,653-67.2% | $4,764-74.8% |
| Participant deferral / active EE | $7,904 | $4,848+63.0% | $4,238+86.5% | $5,851+35.1% |
| Admin fee / account holder | $89 | $7,082-98.7% | $5,795-98.5% | $11,599-99.2% |