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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 | $2,828 | $96,678-97.1% | $86,640-96.7% | $139,466-98.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,315 | $3,265-59.7% | $3,024-56.5% | $4,754-72.3% |
| Participant deferral / active EE | $1,896 | $4,837-60.8% | $4,438-57.3% | $6,712-71.8% |
| Admin fee / account holder | $244 | $6,410-96.2% | $5,616-95.7% | $11,409-97.9% |