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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 | $10,797 | $127,298-91.5% | $109,916-90.2% | $167,553-93.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $752 | $3,325-77.4% | $2,844-73.6% | $4,840-84.5% |
| Participant deferral / active EE | $9,762 | $4,513+116.3% | $4,047+141.2% | $6,343+53.9% |
| Admin fee / account holder | $4 | $7,119-99.9% | $6,069-99.9% | $12,316-100.0% |