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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 | $4,120 | $89,370-95.4% | $141,197-97.1% | $72,976-94.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,139 | $3,115-63.4% | $4,736-75.9% | $2,440-53.3% |
| Participant deferral / active EE | $2,420 | $5,419-55.3% | $6,710-63.9% | $3,608-32.9% |
| Admin fee / account holder | $25 | $5,957-99.6% | $10,265-99.8% | $5,124-99.5% |