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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 | $2,740 | $95,415-97.1% | $185,851-98.5% | $85,851-96.8% |
| Participation rate | 73.5% | 68.8%+4.7pp | 81.7%-8.2pp | 69.3%+4.1pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $403 | $3,314-87.8% | $5,168-92.2% | $2,565-84.3% |
| Participant deferral / active EE | $1,613 | $3,424-52.9% | $5,569-71.0% | $3,952-59.2% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |