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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 | $9,237 | $150,447-93.9% | $136,298-93.2% | $147,586-93.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,856 | $5,256-64.7% | $4,696-60.5% | $4,876-61.9% |
| Participant deferral / active EE | $9,125 | $6,631+37.6% | $6,247+46.1% | $5,439+67.8% |
| Admin fee / account holder | $22 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |