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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 | $9,458 | $106,923-91.2% | $84,023-88.7% | $152,909-93.8% |
| Participation rate | 71.4% | 75.3%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,149 | $4,013+28.3% | $3,239+59.0% | $5,851-12.0% |
| Admin fee / account holder | $49 | $8,289-99.4% | $6,102-99.2% | $11,601-99.6% |