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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 | $7,675 | $112,933-93.2% | $90,970-91.6% | $158,982-95.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $842 | $2,893-70.9% | $2,122-60.3% | $4,763-82.3% |
| Participant deferral / active EE | $5,951 | $4,128+44.2% | $3,373+76.4% | $5,983-0.5% |
| Admin fee / account holder | $23 | $8,047-99.7% | $5,961-99.6% | $11,252-99.8% |