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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 | $9,831 | $106,923-90.8% | $84,023-88.3% | $152,909-93.6% |
| Participation rate | 93.8% | 75.3%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,140 | $2,735+14.8% | $1,984+58.3% | $4,764-34.1% |
| Participant deferral / active EE | $5,369 | $4,013+33.8% | $3,239+65.8% | $5,851-8.2% |
| Admin fee / account holder | $15 | $8,289-99.8% | $6,102-99.8% | $11,601-99.9% |