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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 | $12,096 | $106,923-88.7% | $84,023-85.6% | $152,909-92.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,616 | $2,735+32.2% | $1,984+82.3% | $4,764-24.1% |
| Participant deferral / active EE | $7,629 | $4,013+90.1% | $3,239+135.5% | $5,851+30.4% |
| Admin fee / account holder | $290 | $8,289-96.5% | $6,102-95.3% | $11,601-97.5% |