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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 | $14,400 | $112,935-87.2% | $90,970-84.2% | $158,966-90.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $10,329 | $2,895+256.8% | $2,122+386.6% | $4,762+116.9% |
| Participant deferral / active EE | $4,071 | $4,129-1.4% | $3,373+20.7% | $5,983-32.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |