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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 | $4,845 | $107,363-95.5% | $92,909-94.8% | $152,897-96.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,338 | $4,222-68.3% | $3,653-63.4% | $4,764-71.9% |
| Participant deferral / active EE | $3,377 | $4,848-30.3% | $4,238-20.3% | $5,851-42.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |