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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 | $11,005 | $107,941-89.8% | $91,994-88.0% | $152,909-92.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,688 | $4,212-12.4% | $3,453+6.8% | $4,764-22.6% |
| Participant deferral / active EE | $6,658 | $6,366+4.6% | $5,924+12.4% | $5,851+13.8% |
| Admin fee / account holder | $61 | $10,521-99.4% | $7,744-99.2% | $11,601-99.5% |