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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 | $8,639 | $124,187-93.0% | $108,410-92.0% | $167,518-94.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1379.80%-1379.8pp | 905.34%-905.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,993 | $4,187-28.5% | $3,558-15.9% | $4,838-38.1% |
| Participant deferral / active EE | $5,427 | $6,908-21.4% | $6,562-17.3% | $6,342-14.4% |
| Admin fee / account holder | $54 | $9,456-99.4% | $7,296-99.3% | $12,312-99.6% |