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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 | $6,420 | $56,134-88.6% | $96,161-93.3% | $85,856-92.5% |
| Participation rate | 97.8% | 56.7%+41.1pp | 68.4%+29.3pp | 69.3%+28.5pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.01%-192.0pp | 318.58%-318.6pp |
| Employer contribution / active EE | $2,433 | $1,620+50.2% | $2,798-13.0% | $2,565-5.1% |
| Participant deferral / active EE | $3,814 | $2,858+33.5% | $4,349-12.3% | $3,952-3.5% |
| Admin fee / account holder | $97 | $3,769-97.4% | $5,538-98.2% | $6,261-98.4% |