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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 | $3,724 | $99,647-96.3% | $86,439-95.7% | $134,509-97.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,976 | $4,401-55.1% | $3,769-47.6% | $4,741-58.3% |
| Participant deferral / active EE | $2,540 | $7,246-64.9% | $6,952-63.5% | $6,400-60.3% |
| Admin fee / account holder | $3 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |