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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 | $6,137 | $124,336-95.1% | $111,303-94.5% | $167,518-96.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,140 | $3,436-66.8% | $2,731-58.2% | $4,838-76.4% |
| Participant deferral / active EE | $3,719 | $5,181-28.2% | $4,487-17.1% | $6,342-41.4% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |