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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 | $3,722 | $108,695-96.6% | $74,722-95.0% | $152,897-97.6% |
| Participation rate | 71.4% | 65.4%+6.1pp | 54.5%+17.0pp | 82.5%-11.0pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $982 | $1,504-34.7% | $1,084-9.5% | $4,764-79.4% |
| Participant deferral / active EE | $1,575 | $2,712-41.9% | $1,963-19.8% | $5,851-73.1% |
| Admin fee / account holder | $30 | $4,906-99.4% | $3,335-99.1% | $11,599-99.7% |