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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 | $8,491 | $99,079-91.4% | $78,002-89.1% | $273,972-96.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,898 | $3,308+17.9% | $2,470+57.8% | $4,869-19.9% |
| Participant deferral / active EE | $4,600 | $4,306+6.8% | $3,497+31.5% | $5,287-13.0% |
| Admin fee / account holder | $18 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |