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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 | $3,310 | $99,644-96.7% | $86,438-96.2% | $134,532-97.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $973 | $4,402-77.9% | $3,769-74.2% | $4,741-79.5% |
| Participant deferral / active EE | $2,343 | $7,247-67.7% | $6,952-66.3% | $6,401-63.4% |
| Admin fee / account holder | $35 | $8,375-99.6% | $6,733-99.5% | $11,429-99.7% |