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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 | $2,461 | $95,580-97.4% | $76,872-96.8% | $139,466-98.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 55.00%-55.0pp | 37.90%-37.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $784 | $3,145-75.1% | $2,533-69.1% | $4,754-83.5% |
| Participant deferral / active EE | $1,516 | $4,623-67.2% | $3,832-60.4% | $6,712-77.4% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |