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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 | $6,941 | $93,346-92.6% | $71,796-90.3% | $273,972-97.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,472 | $2,733-9.5% | $1,924+28.5% | $4,869-49.2% |
| Participant deferral / active EE | $4,253 | $3,475+22.4% | $2,794+52.2% | $5,287-19.6% |
| Admin fee / account holder | $11 | $6,571-99.8% | $4,815-99.8% | $10,133-99.9% |