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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 | $12,132 | $142,392-91.5% | $119,622-89.9% | $134,532-91.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,832 | $5,224-64.9% | $4,232-56.7% | $4,741-61.4% |
| Participant deferral / active EE | $10,300 | $6,467+59.3% | $5,601+83.9% | $6,401+60.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |