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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 | $13,944 | $106,003-86.8% | $92,236-84.9% | $147,585-90.6% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $10,004 | $4,333+130.9% | $3,679+171.9% | $4,876+105.2% |
| Participant deferral / active EE | $6,201 | $4,478+38.5% | $3,897+59.1% | $5,439+14.0% |
| Admin fee / account holder | $136 | $6,333-97.9% | $5,194-97.4% | $10,885-98.8% |