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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 | $10,625 | $58,391-81.8% | $76,657-86.1% | $72,975-85.4% |
| Participation rate | 92.3% | 67.4%+24.9pp | 72.1%+20.2pp | 69.5%+22.8pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,804 | $2,690-32.9% | $3,335-45.9% | $3,608-50.0% |
| Admin fee / account holder | $90 | $4,014-97.7% | $6,423-98.6% | $5,124-98.2% |