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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 | $1,096 | $110,551-99.0% | $80,741-98.6% | $167,518-99.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 4.49% | 120.57%-116.1pp | 87.30%-82.8pp | 478.71%-474.2pp |
| Employer contribution / active EE | $311 | $1,543-79.9% | $1,160-73.2% | $4,838-93.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9 | $4,547-99.8% | $3,380-99.7% | $12,312-99.9% |