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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 | $3,329 | $109,411-97.0% | $89,435-96.3% | $158,982-97.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,986 | $3,173-37.4% | $2,587-23.2% | $4,763-58.3% |
| Participant deferral / active EE | $3,076 | $4,600-33.1% | $3,890-20.9% | $5,983-48.6% |
| Admin fee / account holder | $1 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |