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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 | $6,612 | $90,320-92.7% | $59,496-88.9% | $125,389-94.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.11% | 369.13%-370.2pp | 182.05%-183.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,863 | $1,792+4.0% | $1,153+61.6% | $4,866-61.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $290 | $3,063-90.5% | $2,232-87.0% | $9,541-97.0% |