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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 | $3,766 | $108,285-96.5% | $77,552-95.1% | $158,982-97.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $399 | $1,325-69.9% | $987-59.6% | $4,763-91.6% |
| Participant deferral / active EE | $2,412 | $2,455-1.8% | $1,861+29.6% | $5,983-59.7% |
| Admin fee / account holder | $8 | $3,709-99.8% | $2,859-99.7% | $11,252-99.9% |