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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 | $8,146 | $103,000-92.1% | $90,300-91.0% | $152,885-94.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,101 | $3,138-33.1% | $2,854-26.4% | $4,763-55.9% |
| Participant deferral / active EE | $4,175 | $4,281-2.5% | $3,884+7.5% | $5,851-28.6% |
| Admin fee / account holder | $10 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |