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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 | $4,127 | $49,897-91.7% | $80,648-94.9% | $75,177-94.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,613 | $1,699-5.1% | $2,724-40.8% | $2,671-39.6% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |