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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 | $2,489 | $156,963-98.4% | $121,204-97.9% | $139,466-98.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $691 | $5,544-87.5% | $4,170-83.4% | $4,754-85.5% |
| Participant deferral / active EE | $1,048 | $4,848-78.4% | $4,083-74.3% | $6,712-84.4% |
| Admin fee / account holder | $1 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |