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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 | $4,054 | $93,117-95.6% | $77,096-94.7% | $134,532-97.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,093 | $3,420-38.8% | $2,814-25.6% | $4,741-55.9% |
| Participant deferral / active EE | $2,093 | $5,241-60.1% | $4,429-52.7% | $6,401-67.3% |
| Admin fee / account holder | $3 | $6,948-100.0% | $5,428-99.9% | $11,429-100.0% |