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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 | $8,441 | $59,111-85.7% | $86,451-90.2% | $68,490-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.18% | -0.22%-12.0pp | 4398.51%-4410.7pp | -7.85%-4.3pp |
| Employer contribution / active EE | $938 | $2,519-62.7% | $3,770-75.1% | $2,597-63.9% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $116 | $5,640-97.9% | $6,734-98.3% | $5,403-97.8% |