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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 | $7,790 | $104,116-92.5% | $71,089-89.0% | $135,380-94.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -3.73% | 1256.51%-1260.2pp | 650.65%-654.4pp | 519.81%-523.5pp |
| Employer contribution / active EE | $713 | $1,485-52.0% | $1,088-34.5% | $4,779-85.1% |
| Participant deferral / active EE | $4,364 | $2,524+72.9% | $1,873+133.0% | $5,609-22.2% |
| Admin fee / account holder | $43 | $4,142-99.0% | $3,082-98.6% | $10,828-99.6% |