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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 | $51,455 | $277,676-81.5% | $197,507-73.9% | $428,746-88.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 0.00% | -8.32%+8.3pp | -4.87%+4.9pp | 331.92%-331.9pp |
| Employer contribution / active EE | $0 | $7,139-100.0% | $4,728-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $20,354-100.0% | $18,594-100.0% | $31,735-100.0% |