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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 | $4,026 | $152,619-97.4% | $125,195-96.8% | $152,909-97.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,251 | $4,947-74.7% | $3,866-67.6% | $4,764-73.7% |
| Participant deferral / active EE | $2,775 | $5,869-52.7% | $4,937-43.8% | $5,851-52.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |