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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 | $2,083 | $88,710-97.7% | $81,783-97.5% | $145,959-98.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,305 | $3,083-57.7% | $2,913-55.2% | $4,661-72.0% |
| Participant deferral / active EE | $1,126 | $4,645-75.8% | $4,320-73.9% | $6,689-83.2% |
| Admin fee / account holder | $43 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |