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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 | $9,959 | $84,697-88.2% | $73,845-86.5% | $125,393-92.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.07% | 3123.66%-3122.6pp | 2267.91%-2266.8pp | 282.23%-281.2pp |
| Employer contribution / active EE | $1,693 | $3,123-45.8% | $2,788-39.3% | $4,866-65.2% |
| Participant deferral / active EE | $3,600 | $3,993-9.8% | $3,583+0.5% | $5,351-32.7% |
| Admin fee / account holder | $3 | $5,692-99.9% | $4,881-99.9% | $9,541-100.0% |