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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 | $81 | $29,319-99.7% | $52,425-99.8% | $82,448-99.9% |
| Participation rate | 78.9% | 46.9%+32.1pp | 55.6%+23.3pp | 68.1%+10.9pp |
| Annual return | 18.47% | 535.20%-516.7pp | 302.12%-283.7pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |