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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 | $7,747 | $104,924-92.6% | $84,623-90.8% | $152,885-94.9% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,590 | $3,302-51.9% | $2,652-40.1% | $4,763-66.6% |
| Participant deferral / active EE | $4,272 | $4,689-8.9% | $3,899+9.6% | $5,851-27.0% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |