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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 | $7,091 | $85,766-91.7% | $136,298-94.8% | $70,126-89.9% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,561 | $2,966-47.4% | $4,696-66.8% | $2,343-33.4% |
| Participant deferral / active EE | $3,884 | $5,051-23.1% | $6,247-37.8% | $3,332+16.6% |
| Admin fee / account holder | $29 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |