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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 | $9,705 | $227,633-95.7% | $189,597-94.9% | $167,553-94.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.45%-78.5pp | 64.20%-64.2pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,793 | $5,317-47.5% | $4,412-36.7% | $4,840-42.3% |
| Participant deferral / active EE | $7,155 | $7,003+2.2% | $6,174+15.9% | $6,343+12.8% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |