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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 | $2,464 | $92,766-97.3% | $82,763-97.0% | $134,545-98.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $650 | $3,273-80.1% | $3,008-78.4% | $4,742-86.3% |
| Participant deferral / active EE | $1,461 | $4,802-69.6% | $4,395-66.8% | $6,401-77.2% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |