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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 | $9,050 | $100,895-91.0% | $90,430-90.0% | $158,950-94.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,847 | $3,689-22.8% | $3,262-12.7% | $4,762-40.2% |
| Participant deferral / active EE | $4,432 | $4,347+2.0% | $3,963+11.9% | $5,983-25.9% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |