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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 | $6,038 | $99,644-93.9% | $86,438-93.0% | $134,532-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.99% | 6787.26%-6791.2pp | 4397.19%-4401.2pp | 418.27%-422.3pp |
| Employer contribution / active EE | $1,553 | $4,402-64.7% | $3,769-58.8% | $4,741-67.2% |
| Participant deferral / active EE | $2,858 | $7,247-60.6% | $6,952-58.9% | $6,401-55.3% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |