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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 | $4,872 | $105,200-95.4% | $159,474-96.9% | $85,847-94.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,646 | $5,946-21.9% | $7,353-36.8% | $3,952+17.6% |
| Admin fee / account holder | $93 | $6,934-98.7% | $10,802-99.1% | $6,261-98.5% |