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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 | $1,935 | $100,895-98.1% | $90,430-97.9% | $158,950-98.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $491 | $3,689-86.7% | $3,262-84.9% | $4,762-89.7% |
| Participant deferral / active EE | $1,047 | $4,347-75.9% | $3,963-73.6% | $5,983-82.5% |
| Admin fee / account holder | $2 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |