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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 | $3,337 | $67,352-95.0% | $60,899-94.5% | $134,509-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,498 | $3,098-51.6% | $2,702-44.6% | $4,741-68.4% |
| Participant deferral / active EE | $2,044 | $4,539-55.0% | $3,817-46.4% | $6,400-68.1% |
| Admin fee / account holder | $15 | $4,585-99.7% | $3,225-99.5% | $11,427-99.9% |