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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 | $3,096 | $90,617-96.6% | $79,476-96.1% | $135,382-97.7% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $783 | $3,068-74.5% | $2,800-72.0% | $4,779-83.6% |
| Participant deferral / active EE | $2,053 | $4,050-49.3% | $3,704-44.6% | $5,609-63.4% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |