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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 | $9,021 | $58,714-84.6% | $142,874-93.7% | $85,856-89.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5638.58%-5638.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,632 | $1,423+14.6% | $4,145-60.6% | $2,565-36.4% |
| Participant deferral / active EE | $2,390 | $2,608-8.4% | $3,838-37.7% | $3,952-39.5% |
| Admin fee / account holder | $37 | $4,241-99.1% | $6,561-99.4% | $6,261-99.4% |