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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 | $2,662 | $97,125-97.3% | $86,233-96.9% | $137,256-98.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,101 | $2,841-61.3% | $2,504-56.1% | $4,156-73.5% |
| Participant deferral / active EE | $1,607 | $5,180-69.0% | $4,559-64.8% | $6,407-74.9% |
| Admin fee / account holder | $86 | $9,725-99.1% | $8,342-99.0% | $12,270-99.3% |