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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 | $4,768 | $96,361-95.1% | $80,607-94.1% | $139,456-96.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,969 | $3,262-39.7% | $2,724-27.7% | $4,753-58.6% |
| Participant deferral / active EE | $3,493 | $5,232-33.2% | $4,448-21.5% | $6,711-48.0% |
| Admin fee / account holder | $9 | $6,601-99.9% | $5,379-99.8% | $11,407-99.9% |