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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 | $7,708 | $109,344-93.0% | $89,400-91.4% | $158,950-95.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,185 | $3,170-31.1% | $2,586-15.5% | $4,762-54.1% |
| Participant deferral / active EE | $4,354 | $4,599-5.3% | $3,890+11.9% | $5,983-27.2% |
| Admin fee / account holder | $31 | $6,154-99.5% | $4,882-99.4% | $11,248-99.7% |