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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 | $1,696 | $34,316-95.1% | $74,723-97.7% | $72,976-97.7% |
| Participation rate | 96.0% | 42.4%+53.6pp | 54.5%+41.5pp | 69.5%+26.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $345 | $692-50.2% | $1,084-68.2% | $2,440-85.9% |
| Participant deferral / active EE | $1,209 | $1,272-4.9% | $1,962-38.4% | $3,608-66.5% |
| Admin fee / account holder | $3 | $2,125-99.9% | $3,335-99.9% | $5,124-99.9% |