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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 | $2,349 | $72,465-96.8% | $67,575-96.5% | $145,884-98.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 0.00% | 7222.56%-7222.6pp | 3528.98%-3529.0pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,167 | $3,074-62.0% | $2,736-57.3% | $4,662-75.0% |
| Participant deferral / active EE | $1,167 | $4,786-75.6% | $4,003-70.9% | $6,690-82.6% |
| Admin fee / account holder | $27 | $5,515-99.5% | $3,993-99.3% | $13,392-99.8% |