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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 | $2,786 | $176,688-98.4% | $130,660-97.9% | $152,885-98.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $594 | $5,743-89.7% | $4,092-85.5% | $4,763-87.5% |
| Participant deferral / active EE | $1,231 | $4,362-71.8% | $3,603-65.8% | $5,851-79.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |