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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 | $9,974 | $99,079-89.9% | $78,002-87.2% | $273,972-96.4% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $832 | $3,308-74.9% | $2,470-66.3% | $4,869-82.9% |
| Participant deferral / active EE | $1,190 | $4,306-72.4% | $3,497-66.0% | $5,287-77.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |