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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 | $6,709 | $176,105-96.2% | $159,474-95.8% | $167,536-96.0% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,192 | $5,299-58.6% | $4,831-54.6% | $4,839-54.7% |
| Participant deferral / active EE | $4,209 | $7,751-45.7% | $7,353-42.8% | $6,342-33.6% |
| Admin fee / account holder | $100 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |