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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 | $10,258 | $104,577-90.2% | $76,667-86.6% | $152,909-93.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,737 | $3,119+19.8% | $2,303+62.3% | $4,764-21.6% |
| Participant deferral / active EE | $6,437 | $4,237+51.9% | $3,336+93.0% | $5,851+10.0% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |