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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 | $12,266 | $165,351-92.6% | $149,710-91.8% | $158,931-92.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,650 | $5,103-67.7% | $4,645-64.5% | $4,761-65.3% |
| Participant deferral / active EE | $6,936 | $7,181-3.4% | $6,842+1.4% | $5,982+15.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |